Thrive Wealth Management’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 | $593K | Buy |
6,456
+322
| +5% | +$29.6K | 0.1% | 109 |
|
|
2025
Q1 | $564K | Sell |
6,134
-317
| -5% | -$29.1K | 0.11% | 103 |
|
|
2024
Q4 | $531K | Sell |
6,451
-111
| -2% | -$9.14K | 0.1% | 113 |
|
|
2024
Q3 | $592K | Sell |
6,562
-1,250
| -16% | -$113K | 0.11% | 97 |
|
|
2024
Q2 | $606K | Buy |
7,812
+238
| +3% | +$18.5K | 0.12% | 95 |
|
|
2024
Q1 | $543K | Buy |
7,574
+154
| +2% | +$11K | 0.11% | 98 |
|
|
2023
Q4 | $520K | Sell |
7,420
-941
| -11% | -$66K | 0.12% | 103 |
|
|
2023
Q3 | $541K | Buy |
8,361
+833
| +11% | +$53.9K | 0.14% | 92 |
|
|
2023
Q2 | $529K | Buy |
7,528
+988
| +15% | +$69.4K | 0.14% | 93 |
|
|
2023
Q1 | $455K | Buy |
6,540
+1,388
| +27% | +$96.6K | 0.12% | 105 |
|
|
2022
Q4 | $368K | Buy |
5,152
+515
| +11% | +$36.8K | 0.11% | 111 |
|
|
2022
Q3 | $315K | Buy |
4,637
+329
| +8% | +$22.4K | 0.11% | 113 |
|
|
2022
Q2 | $307K | Sell |
4,308
-195
| -4% | -$13.9K | 0.11% | 116 |
|
|
2022
Q1 | $326K | Sell |
4,503
-368
| -8% | -$26.6K | 0.1% | 122 |
|
|
2021
Q4 | $334K | Buy |
+4,871
| New | +$334K | 0.11% | 116 |
|