Tradition 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 | $698K | Buy |
7,599
+516
| +7% | +$47.4K | 0.06% | 224 |
|
|
2025
Q1 | $651K | Buy |
7,083
+295
| +4% | +$27.1K | 0.06% | 219 |
|
|
2024
Q4 | $559K | Buy |
6,788
+224
| +3% | +$18.4K | 0.05% | 231 |
|
|
2024
Q3 | $592K | Buy |
6,564
+10
| +0.2% | +$902 | 0.05% | 223 |
|
|
2024
Q2 | $508K | Buy |
6,554
+566
| +9% | +$43.9K | 0.05% | 231 |
|
|
2024
Q1 | $430K | Sell |
5,988
-222
| -4% | -$15.9K | 0.04% | 246 |
|
|
2023
Q4 | $435K | Sell |
6,210
-123
| -2% | -$8.62K | 0.05% | 215 |
|
|
2023
Q3 | $410K | Sell |
6,333
-988
| -13% | -$64K | 0.05% | 210 |
|
|
2023
Q2 | $514K | Buy |
7,321
+20
| +0.3% | +$1.4K | 0.06% | 175 |
|
|
2023
Q1 | $508K | Buy |
7,301
+22
| +0.3% | +$1.53K | 0.06% | 168 |
|
|
2022
Q4 | $520K | Buy |
7,279
+15
| +0.2% | +$1.07K | 0.07% | 159 |
|
|
2022
Q3 | $494K | Buy |
7,264
+58
| +0.8% | +$3.94K | 0.07% | 158 |
|
|
2022
Q2 | $514K | Buy |
7,206
+8
| +0.1% | +$571 | 0.07% | 165 |
|
|
2022
Q1 | $522K | Buy |
7,198
+333
| +5% | +$24.1K | 0.07% | 183 |
|
|
2021
Q4 | $471K | Buy |
6,865
+10
| +0.1% | +$686 | 0.06% | 190 |
|
|
2021
Q3 | $425K | Sell |
6,855
-194
| -3% | -$12K | 0.06% | 187 |
|
|
2021
Q2 | $427K | Buy |
7,049
+38
| +0.5% | +$2.3K | 0.06% | 194 |
|
|
2021
Q1 | $436K | Buy |
7,011
+332
| +5% | +$20.6K | 0.08% | 170 |
|
|
2020
Q4 | $410K | Buy |
+6,679
| New | +$410K | 0.08% | 166 |
|