SW
Simplicity Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
14,908
+10,960
| +278% | +$1.01M | 0.06% | 268 |
|
|
2025
Q1 | $363K | Buy |
+3,948
| New | +$363K | 0.03% | 393 |
|
|
2024
Q4 | – | Sell |
-3,075
| Closed | -$277K | – | 482 |
|
|
2024
Q3 | $277K | Sell |
3,075
-24,952
| -89% | -$2.25M | 0.03% | 401 |
|
|
2024
Q2 | $2.17M | Buy |
28,027
+1,822
| +7% | +$141K | 0.05% | 341 |
|
|
2024
Q1 | $1.88M | Buy |
+26,205
| New | +$1.88M | 0.04% | 365 |
|
|
2023
Q3 | – | Sell |
-9,637
| Closed | -$677K | – | 98 |
|
|
2023
Q2 | $677K | Hold |
9,637
| – | – | 0.42% | 40 |
|
|
2023
Q1 | $671K | Sell |
9,637
-20
| -0.2% | -$1.39K | 0.45% | 35 |
|
|
2022
Q4 | $690K | Buy |
9,657
+23
| +0.2% | +$1.64K | 0.61% | 27 |
|
|
2022
Q3 | $655K | Hold |
9,634
| – | – | 0.88% | 37 |
|
|
2022
Q2 | $687K | Hold |
9,634
| – | – | 1% | 32 |
|
|
2022
Q1 | $699K | Hold |
9,634
| – | – | 0.68% | 40 |
|
|
2021
Q4 | $661K | Buy |
+9,634
| New | +$661K | 0.36% | 44 |
|