SPWG
Syntegra Private Wealth Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
4,681
+105
| +2% | +$9.64K | 0.04% | 108 |
|
|
2025
Q1 | $421K | Buy |
4,576
+30
| +0.7% | +$2.76K | 0.05% | 96 |
|
|
2024
Q4 | $374K | Buy |
4,546
+1,000
| +28% | +$82.3K | 0.04% | 101 |
|
|
2024
Q3 | $320K | Hold |
3,546
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $275K | Hold |
3,546
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $254K | Sell |
3,546
-390
| -10% | -$28K | 0.03% | 122 |
|
|
2023
Q4 | $276K | Buy |
3,936
+105
| +3% | +$7.36K | 0.04% | 108 |
|
|
2023
Q3 | $248K | Hold |
3,831
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $269K | Buy |
3,831
+150
| +4% | +$10.5K | 0.04% | 112 |
|
|
2023
Q1 | $256K | Buy |
3,681
+22
| +0.6% | +$1.53K | 0.05% | 109 |
|
|
2022
Q4 | $261K | Buy |
+3,659
| New | +$261K | 0.05% | 89 |
|