WWM
Wagner Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
9,480
+701
| +8% | +$64.4K | 0.2% | 57 |
|
|
2025
Q1 | $807K | Buy |
8,779
+250
| +3% | +$23K | 0.2% | 56 |
|
|
2024
Q4 | $702K | Buy |
8,529
+849
| +11% | +$69.9K | 0.18% | 60 |
|
|
2024
Q3 | $693K | Sell |
7,680
-2,274
| -23% | -$205K | 0.19% | 59 |
|
|
2024
Q2 | $772K | Buy |
9,954
+1,068
| +12% | +$82.8K | 0.23% | 52 |
|
|
2024
Q1 | $637K | Sell |
8,886
-607
| -6% | -$43.5K | 0.19% | 60 |
|
|
2023
Q4 | $666K | Buy |
9,493
+570
| +6% | +$40K | 0.22% | 65 |
|
|
2023
Q3 | $577K | Buy |
8,923
+741
| +9% | +$48K | 0.21% | 65 |
|
|
2023
Q2 | $575K | Sell |
8,182
-80
| -1% | -$5.62K | 0.22% | 67 |
|
|
2023
Q1 | $575K | Buy |
8,262
+1,088
| +15% | +$75.7K | 0.26% | 65 |
|
|
2022
Q4 | $512K | Buy |
7,174
+1,977
| +38% | +$141K | 0.32% | 61 |
|
|
2022
Q3 | $353K | Sell |
5,197
-1,576
| -23% | -$107K | 0.26% | 69 |
|
|
2022
Q2 | $483K | Buy |
6,773
+604
| +10% | +$43.1K | 0.38% | 53 |
|
|
2022
Q1 | $447K | Buy |
6,169
+13
| +0.2% | +$942 | 0.31% | 74 |
|
|
2021
Q4 | $422K | Buy |
6,156
+400
| +7% | +$27.4K | 0.32% | 65 |
|
|
2021
Q3 | $359K | Buy |
5,756
+10
| +0.2% | +$624 | 0.29% | 73 |
|
|
2021
Q2 | $348K | Buy |
5,746
+21
| +0.4% | +$1.27K | 0.25% | 75 |
|
|
2021
Q1 | $356K | Buy |
5,725
+275
| +5% | +$17.1K | 0.28% | 71 |
|
|
2020
Q4 | $335K | Buy |
+5,450
| New | +$335K | 0.32% | 74 |
|
|
2018
Q3 | $325K | Buy |
7,450
+163
| +2% | +$7.11K | 0.22% | 90 |
|
|
2018
Q2 | $337K | Buy |
7,287
+3,087
| +74% | +$143K | 0.24% | 84 |
|
|
2018
Q1 | $188K | Sell |
4,200
-2,019
| -32% | -$90.4K | 0.14% | 110 |
|
|
2017
Q4 | $281K | Buy |
+6,219
| New | +$281K | 0.21% | 92 |
|