Venturi 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 | $1.39M | Sell |
15,125
-201
| -1% | -$18.5K | 0.07% | 159 |
|
|
2025
Q1 | $1.41M | Sell |
15,326
-435
| -3% | -$40K | 0.07% | 154 |
|
|
2024
Q4 | $1.3M | Buy |
15,761
+4,887
| +45% | +$402K | 0.06% | 173 |
|
|
2024
Q3 | $981K | Sell |
10,874
-326
| -3% | -$29.4K | 0.05% | 198 |
|
|
2024
Q2 | $869K | Buy |
11,200
+16
| +0.1% | +$1.24K | 0.05% | 204 |
|
|
2024
Q1 | $802K | Sell |
11,184
-842
| -7% | -$60.4K | 0.05% | 206 |
|
|
2023
Q4 | $843K | Buy |
12,026
+7,012
| +140% | +$492K | 0.06% | 200 |
|
|
2023
Q3 | $325K | Buy |
+5,014
| New | +$325K | 0.03% | 287 |
|
|
2023
Q2 | – | Sell |
-2,935
| Closed | -$204K | – | 1240 |
|
|
2023
Q1 | $204K | Buy |
+2,935
| New | +$204K | 0.02% | 316 |
|
|
2020
Q3 | – | Sell |
-10,124
| Closed | -$525K | – | 296 |
|
|
2020
Q2 | $525K | Buy |
+10,124
| New | +$525K | 0.07% | 180 |
|