Spectrum Wealth Counsel’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $37.1K | Hold |
403
| – | – | ﹤0.01% | 182 |
|
2024
Q4 | $33.2K | Hold |
403
| – | – | ﹤0.01% | 181 |
|
2024
Q3 | $36.3K | Hold |
403
| – | – | ﹤0.01% | 190 |
|
2024
Q2 | $31.3K | Hold |
403
| – | – | ﹤0.01% | 232 |
|
2024
Q1 | $28.9K | Buy |
403
+203
| +102% | +$14.6K | ﹤0.01% | 236 |
|
2023
Q4 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 249 |
|