Summit 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 | $302K | Hold |
3,290
| – | – | 0.06% | 177 |
|
|
2025
Q1 | $303K | Hold |
3,290
| – | – | 0.06% | 174 |
|
|
2024
Q4 | $271K | Hold |
3,290
| – | – | 0.06% | 175 |
|
|
2024
Q3 | $297K | Hold |
3,290
| – | – | 0.06% | 194 |
|
|
2024
Q2 | $255K | Hold |
3,290
| – | – | 0.05% | 197 |
|
|
2024
Q1 | $236K | Sell |
3,290
-77
| -2% | -$5.52K | 0.05% | 204 |
|
|
2023
Q4 | $236K | Hold |
3,367
| – | – | 0.05% | 191 |
|
|
2023
Q3 | $218K | Buy |
3,367
+227
| +7% | +$14.7K | 0.06% | 173 |
|
|
2023
Q2 | $221K | Buy |
3,140
+20
| +0.6% | +$1.41K | 0.06% | 169 |
|
|
2023
Q1 | $217K | Hold |
3,120
| – | – | 0.06% | 173 |
|
|
2022
Q4 | $223K | Hold |
3,120
| – | – | 0.06% | 162 |
|
|
2022
Q3 | $212K | Hold |
3,120
| – | – | 0.06% | 150 |
|
|
2022
Q2 | $222K | Hold |
3,120
| – | – | 0.06% | 151 |
|
|
2022
Q1 | $226K | Hold |
3,120
| – | – | 0.05% | 152 |
|
|
2021
Q4 | $214K | Buy |
+3,120
| New | +$214K | 0.05% | 150 |
|