Total Clarity 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 | $259K | Sell |
2,819
-202
| -7% | -$18.5K | 0.07% | 231 |
|
|
2025
Q1 | $249K | Hold |
3,021
| – | – | 0.08% | 219 |
|
|
2024
Q4 | $249K | Buy |
3,021
+1
| +0% | +$82 | 0.08% | 221 |
|
|
2024
Q3 | $272K | Sell |
3,020
-199
| -6% | -$17.9K | 0.09% | 205 |
|
|
2024
Q2 | $250K | Buy |
+3,219
| New | +$250K | 0.09% | 214 |
|
|
2023
Q3 | – | Sell |
-3,547
| Closed | -$249K | – | 235 |
|
|
2023
Q2 | $249K | Buy |
3,547
+118
| +3% | +$8.29K | 0.12% | 180 |
|
|
2023
Q1 | $239K | Buy |
3,429
+248
| +8% | +$17.3K | 0.13% | 154 |
|
|
2022
Q4 | $227K | Buy |
+3,181
| New | +$227K | 0.12% | 204 |
|
|
2022
Q3 | – | Sell |
-1,220
| Closed | -$87K | – | 859 |
|
|
2022
Q2 | $87K | Buy |
+1,220
| New | +$87K | 0.05% | 334 |
|
|
2022
Q1 | – | Sell |
-730
| Closed | -$50K | – | 794 |
|
|
2021
Q4 | $50K | Hold |
730
| – | – | 0.02% | 404 |
|
|
2021
Q3 | $45K | Buy |
+730
| New | +$45K | 0.02% | 426 |
|
|
2021
Q2 | – | Sell |
-730
| Closed | -$45K | – | 651 |
|
|
2021
Q1 | $45K | Buy |
+730
| New | +$45K | 0.03% | 357 |
|
|
2020
Q1 | – | Sell |
-669
| Closed | -$43K | – | 528 |
|
|
2019
Q4 | $43K | Buy |
+669
| New | +$43K | 0.03% | 288 |
|