SteelPeak Wealth’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 | $839K | Buy |
9,139
+1,942
| +27% | +$178K | 0.03% | 285 |
|
|
2025
Q1 | $662K | Sell |
7,197
-31,561
| -81% | -$2.9M | 0.03% | 300 |
|
|
2024
Q4 | $3.19M | Sell |
38,758
-58,134
| -60% | -$4.79M | 0.13% | 120 |
|
|
2024
Q3 | $8.74M | Buy |
96,892
+90,846
| +1,503% | +$8.19M | 0.38% | 61 |
|
|
2024
Q2 | $469K | Sell |
6,046
-2,779
| -31% | -$216K | 0.02% | 295 |
|
|
2024
Q1 | $633K | Buy |
8,825
+181
| +2% | +$13K | 0.03% | 262 |
|
|
2023
Q4 | $606K | Sell |
8,644
-4,869
| -36% | -$341K | 0.04% | 247 |
|
|
2023
Q3 | $875K | Buy |
13,513
+8,465
| +168% | +$548K | 0.05% | 195 |
|
|
2023
Q2 | $355K | Buy |
5,048
+916
| +22% | +$64.3K | 0.02% | 288 |
|
|
2023
Q1 | $288K | Hold |
4,132
| – | – | 0.02% | 298 |
|
|
2022
Q4 | $295K | Hold |
4,132
| – | – | 0.02% | 307 |
|
|
2022
Q3 | $281K | Sell |
4,132
-4,342
| -51% | -$295K | 0.02% | 327 |
|
|
2022
Q2 | $604K | Buy |
8,474
+4,342
| +105% | +$309K | 0.04% | 226 |
|
|
2022
Q1 | $300K | Sell |
4,132
-6,123
| -60% | -$445K | 0.02% | 337 |
|
|
2021
Q4 | $703K | Buy |
10,255
+6,038
| +143% | +$414K | 0.04% | 203 |
|
|
2021
Q3 | $261K | Hold |
4,217
| – | – | 0.02% | 340 |
|
|
2021
Q2 | $255K | Hold |
4,217
| – | – | 0.02% | 349 |
|
|
2021
Q1 | $262K | Sell |
4,217
-6,499
| -61% | -$404K | 0.02% | 309 |
|
|
2020
Q4 | $658K | Sell |
10,716
-268
| -2% | -$16.5K | 0.06% | 182 |
|
|
2020
Q3 | $596K | Sell |
10,984
-3,610
| -25% | -$196K | 0.06% | 163 |
|
|
2020
Q2 | $757K | Sell |
14,594
-7,582
| -34% | -$393K | 0.1% | 144 |
|
|
2020
Q1 | $1.2M | Sell |
22,176
-12
| -0.1% | -$650 | 0.19% | 98 |
|
|
2019
Q4 | $1.41M | Buy |
+22,188
| New | +$1.41M | 0.19% | 99 |
|