ViaWealth’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 | $714K | Sell |
7,771
-969
| -11% | -$89K | 0.42% | 77 |
|
|
2025
Q1 | $804K | Sell |
8,740
-1,423
| -14% | -$131K | 0.5% | 61 |
|
|
2024
Q4 | $837K | Sell |
10,163
-1,156
| -10% | -$95.2K | 0.51% | 59 |
|
|
2024
Q3 | $1.02M | Hold |
11,319
| – | – | 0.59% | 50 |
|
|
2024
Q2 | $878K | Hold |
11,319
| – | – | 0.54% | 55 |
|
|
2024
Q1 | $812K | Hold |
11,319
| – | – | 0.51% | 63 |
|
|
2023
Q4 | $794K | Hold |
11,319
| – | – | 0.55% | 62 |
|
|
2023
Q3 | $733K | Hold |
11,319
| – | – | 0.54% | 58 |
|
|
2023
Q2 | $795K | Hold |
11,319
| – | – | 0.59% | 53 |
|
|
2023
Q1 | $788K | Hold |
11,319
| – | – | 0.62% | 51 |
|
|
2022
Q4 | $809K | Buy |
+11,319
| New | +$809K | 0.67% | 48 |
|