Strategic Wealth Partners’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 | $1.13M | Buy |
+12,301
| New | +$1.13M | 0.09% | 146 |
|
|
2024
Q4 | $1.08M | Buy |
12,419
+2,346
| +23% | +$204K | 0.09% | 141 |
|
|
2024
Q3 | $908K | Buy |
10,073
+2,719
| +37% | +$245K | 0.09% | 153 |
|
|
2024
Q2 | $570K | Sell |
7,354
-26
| -0.4% | -$2.02K | 0.06% | 182 |
|
|
2024
Q1 | $529K | Buy |
7,380
+299
| +4% | +$21.5K | 0.06% | 191 |
|
|
2023
Q4 | $497K | Buy |
+7,081
| New | +$497K | 0.06% | 188 |
|
|
2019
Q4 | – | Sell |
-2,922
| Closed | -$24.9K | – | 445 |
|
|
2019
Q3 | $24.9K | Buy |
2,922
+36
| +1% | +$306 | 0.13% | 108 |
|
|
2019
Q2 | $159K | Buy |
2,886
+270
| +10% | +$14.9K | 0.08% | 143 |
|
|
2019
Q1 | $134K | Buy |
2,616
+2
| +0.1% | +$102 | 0.06% | 161 |
|
|
2018
Q4 | $124K | Buy |
2,614
+44
| +2% | +$2.09K | 0.06% | 154 |
|
|
2018
Q3 | $112K | Sell |
2,570
-826
| -24% | -$36K | 0.06% | 170 |
|
|
2018
Q2 | $157K | Sell |
3,396
-10,763
| -76% | -$498K | 0.09% | 158 |
|
|
2018
Q1 | $632K | Sell |
14,159
-1,427
| -9% | -$63.7K | 0.33% | 105 |
|
|
2017
Q4 | $811K | Buy |
+15,586
| New | +$811K | 0.45% | 79 |
|