Spire 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 | $1.14M | Sell |
12,470
-1,291
| -9% | -$118K | 0.04% | 339 |
|
|
2025
Q1 | $1.27M | Buy |
13,761
+335
| +2% | +$30.8K | 0.04% | 351 |
|
|
2024
Q4 | $1.11M | Sell |
13,426
-7,527
| -36% | -$620K | 0.03% | 370 |
|
|
2024
Q3 | $1.89M | Buy |
20,953
+7,796
| +59% | +$703K | 0.06% | 246 |
|
|
2024
Q2 | $1.02M | Sell |
13,157
-997
| -7% | -$77.3K | 0.04% | 335 |
|
|
2024
Q1 | $1.02M | Buy |
14,154
+709
| +5% | +$50.9K | 0.02% | 373 |
|
|
2023
Q4 | $927K | Buy |
13,445
+10,216
| +316% | +$704K | 0.03% | 381 |
|
|
2023
Q3 | $209K | Sell |
3,229
-288
| -8% | -$18.6K | 0.01% | 699 |
|
|
2023
Q2 | $247K | Buy |
3,517
+71
| +2% | +$4.99K | 0.01% | 664 |
|
|
2023
Q1 | $240K | Sell |
3,446
-656
| -16% | -$45.6K | 0.01% | 676 |
|
|
2022
Q4 | $293K | Buy |
4,102
+475
| +13% | +$33.9K | 0.02% | 466 |
|
|
2022
Q3 | $247K | Sell |
3,627
-15,056
| -81% | -$1.03M | 0.02% | 477 |
|
|
2022
Q2 | $1.33M | Sell |
18,683
-6,450
| -26% | -$460K | 0.05% | 275 |
|
|
2022
Q1 | $1.82M | Sell |
25,133
-21,641
| -46% | -$1.57M | 0.05% | 291 |
|
|
2021
Q4 | $3.21M | Buy |
46,774
+29,783
| +175% | +$2.04M | 0.07% | 233 |
|
|
2021
Q3 | $1.05M | Sell |
16,991
-2,260
| -12% | -$140K | 0.03% | 398 |
|
|
2021
Q2 | $1.17M | Sell |
19,251
-23,455
| -55% | -$1.42M | 0.03% | 385 |
|
|
2021
Q1 | $2.63M | Buy |
+42,706
| New | +$2.63M | 0.07% | 233 |
|