Smith Salley Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
8,341
-271
| -3% | -$24.9K | 0.04% | 156 |
|
|
2025
Q1 | $792K | Sell |
8,612
-400
| -4% | -$36.8K | 0.05% | 150 |
|
|
2024
Q4 | $742K | Sell |
9,012
-200
| -2% | -$16.5K | 0.05% | 155 |
|
|
2024
Q3 | $831K | Buy |
9,212
+3,109
| +51% | +$280K | 0.05% | 152 |
|
|
2024
Q2 | $473K | Sell |
6,103
-6,077
| -50% | -$471K | 0.03% | 170 |
|
|
2024
Q1 | $874K | Buy |
12,180
+9,028
| +286% | +$648K | 0.07% | 136 |
|
|
2023
Q4 | $221K | Sell |
3,152
-823
| -21% | -$57.7K | 0.01% | 232 |
|
|
2023
Q3 | $257K | Buy |
+3,975
| New | +$257K | 0.02% | 212 |
|
|
2018
Q1 | – | Sell |
-4,844
| Closed | -$233K | – | 185 |
|
|
2017
Q4 | $233K | Sell |
4,844
-40
| -0.8% | -$1.92K | 0.04% | 166 |
|
|
2017
Q3 | $240K | Sell |
4,884
-41,399
| -89% | -$2.03M | 0.05% | 153 |
|
|
2017
Q2 | $2.22M | Buy |
46,283
+782
| +2% | +$37.4K | 0.45% | 78 |
|
|
2017
Q1 | $2.26M | Sell |
45,501
-521
| -1% | -$25.9K | 0.46% | 74 |
|
|
2016
Q4 | $2.26M | Buy |
46,022
+1,920
| +4% | +$94.5K | 0.47% | 73 |
|
|
2016
Q3 | $2.26M | Buy |
44,102
+5,541
| +14% | +$284K | 0.5% | 69 |
|
|
2016
Q2 | $2.07M | Buy |
38,561
+4,044
| +12% | +$217K | 0.48% | 66 |
|
|
2016
Q1 | $1.79M | Sell |
34,517
-1,168
| -3% | -$60.4K | 0.45% | 67 |
|
|
2015
Q4 | $1.67M | Buy |
35,685
+764
| +2% | +$35.7K | 0.42% | 74 |
|
|
2015
Q3 | $1.56M | Buy |
34,921
+24,736
| +243% | +$1.11M | 0.42% | 75 |
|
|
2015
Q2 | $427K | Buy |
10,185
+68
| +0.7% | +$2.85K | 0.11% | 120 |
|
|
2015
Q1 | $448K | Buy |
10,117
+27
| +0.3% | +$1.2K | 0.11% | 123 |
|
|
2014
Q4 | $496K | Sell |
10,090
-1,476
| -13% | -$72.6K | 0.13% | 122 |
|
|
2014
Q3 | $505K | Sell |
11,566
-966
| -8% | -$42.2K | 0.13% | 133 |
|
|
2014
Q2 | $568K | Buy |
+12,532
| New | +$568K | 0.15% | 123 |
|