Tradewinds LLC’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 | – | Sell |
-11,377
| Closed | -$1.05M | – | 224 |
|
|
2025
Q1 | $1.05M | Buy |
11,377
+19
| +0.2% | +$1.75K | 0.3% | 67 |
|
|
2024
Q4 | $972K | Buy |
11,358
+20
| +0.2% | +$1.71K | 0.27% | 67 |
|
|
2024
Q3 | $1.02M | Sell |
11,338
-281
| -2% | -$25.3K | 0.31% | 61 |
|
|
2024
Q2 | $901K | Buy |
+11,619
| New | +$901K | 0.28% | 70 |
|
|
2023
Q3 | $423K | Hold |
6,533
| – | – | 0.25% | 69 |
|
|
2023
Q2 | $459K | Hold |
6,533
| – | – | 0.27% | 66 |
|
|
2023
Q1 | $455K | Buy |
+6,533
| New | +$455K | 0.28% | 69 |
|
|
2022
Q4 | – | Sell |
-6,474
| Closed | -$440K | – | 192 |
|
|
2022
Q3 | $440K | Sell |
6,474
-10
| -0.2% | -$680 | 0.32% | 63 |
|
|
2022
Q2 | $462K | Buy |
+6,484
| New | +$462K | 0.31% | 66 |
|