True Wealth Design’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 | $9.37K | Buy |
102
+11
| +12% | +$1.01K | ﹤0.01% | 605 |
|
|
2025
Q1 | $8.37K | Buy |
91
+49
| +117% | +$4.51K | ﹤0.01% | 526 |
|
|
2024
Q4 | $3.46K | Buy |
42
+14
| +50% | +$1.15K | ﹤0.01% | 609 |
|
|
2024
Q3 | $2.53K | Hold |
28
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $2.17K | Buy |
28
+7
| +33% | +$543 | ﹤0.01% | 355 |
|
|
2024
Q1 | $1.51K | Buy |
21
+9
| +75% | +$646 | ﹤0.01% | 385 |
|
|
2023
Q4 | $842 | Hold |
12
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $777 | Hold |
12
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $843 | Hold |
12
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $835 | Hold |
12
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $857 | Buy |
+12
| New | +$857 | ﹤0.01% | 357 |
|