SWM
Sugarloaf Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.98M | Sell |
48,376
-1,293
| -3% | -$106K | 0.75% | 22 |
|
|
2024
Q3 | $4.48M | Sell |
49,669
-191
| -0.4% | -$17.2K | 0.85% | 21 |
|
|
2024
Q2 | $3.87M | Sell |
49,860
-15
| -0% | -$1.16K | 0.78% | 22 |
|
|
2024
Q1 | $3.58M | Buy |
49,875
+1,018
| +2% | +$73K | 0.74% | 23 |
|
|
2023
Q4 | $3.43M | Sell |
48,857
-402
| -0.8% | -$28.2K | 0.83% | 20 |
|
|
2023
Q3 | $3.19M | Sell |
49,259
-2,903
| -6% | -$188K | 0.81% | 16 |
|
|
2023
Q2 | $3.66M | Buy |
52,162
+2,347
| +5% | +$165K | 0.86% | 13 |
|
|
2023
Q1 | $3.47M | Sell |
49,815
-18
| -0% | -$1.25K | 0.85% | 13 |
|
|
2022
Q4 | $3.56M | Sell |
49,833
-4,110
| -8% | -$293K | 0.89% | 15 |
|
|
2022
Q3 | $3.67M | Buy |
53,943
+3,006
| +6% | +$204K | 0.94% | 15 |
|
|
2022
Q2 | $3.63M | Sell |
50,937
-115
| -0.2% | -$8.2K | 0.91% | 15 |
|
|
2022
Q1 | $3.7M | Buy |
51,052
+4
| +0% | +$290 | 0.88% | 14 |
|
|
2021
Q4 | $3.5M | Buy |
51,048
+52
| +0.1% | +$3.57K | 0.83% | 14 |
|
|
2021
Q3 | $3.16M | Sell |
50,996
-243
| -0.5% | -$15.1K | 0.83% | 15 |
|
|
2021
Q2 | $3.1M | Sell |
51,239
-32
| -0.1% | -$1.94K | 0.84% | 14 |
|
|
2021
Q1 | $3.17K | Buy |
51,271
+87
| +0.2% | +$5 | 0.95% | 14 |
|
|
2020
Q4 | $3.14M | Buy |
51,184
+50
| +0.1% | +$3.07K | 1.05% | 15 |
|
|
2020
Q3 | $2.77M | Sell |
51,134
-1,624
| -3% | -$88K | 1.01% | 16 |
|
|
2020
Q2 | $2.79M | Buy |
52,758
+148
| +0.3% | +$7.82K | 1.07% | 15 |
|
|
2020
Q1 | $2.85M | Sell |
52,610
-3,274
| -6% | -$177K | 1.28% | 14 |
|
|
2019
Q4 | $3.56M | Buy |
+55,884
| New | +$3.56M | 1.51% | 15 |
|