Vermillion & White Wealth Management Group’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 | $104K | Buy |
1,129
+144
| +15% | +$13.2K | 0.07% | 86 |
|
|
2025
Q1 | $90.6K | Buy |
985
+196
| +25% | +$18K | 0.07% | 82 |
|
|
2024
Q4 | $65K | Hold |
789
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $71.2K | Hold |
789
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $61.2K | Hold |
789
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $56.6K | Hold |
789
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $55.3K | Buy |
+789
| New | +$55.3K | 0.05% | 86 |
|