WKWM
Walter & Keenan Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
10,945
-110
| -1% | -$10.1K | 0.29% | 76 |
|
|
2025
Q1 | $1.02M | Buy |
11,055
+292
| +3% | +$26.8K | 0.31% | 77 |
|
|
2024
Q4 | $886K | Buy |
10,763
+49
| +0.5% | +$4.03K | 0.27% | 82 |
|
|
2024
Q3 | $966K | Buy |
10,714
+15
| +0.1% | +$1.35K | 0.29% | 79 |
|
|
2024
Q2 | $830K | Buy |
10,699
+1,510
| +16% | +$117K | 0.26% | 80 |
|
|
2024
Q1 | $659K | Buy |
9,189
+12
| +0.1% | +$861 | 0.22% | 91 |
|
|
2023
Q4 | $643K | Sell |
9,177
-156
| -2% | -$10.9K | 0.23% | 87 |
|
|
2023
Q3 | $604K | Sell |
9,333
-473
| -5% | -$30.6K | 0.24% | 88 |
|
|
2023
Q2 | $689K | Sell |
9,806
-789
| -7% | -$55.4K | 0.25% | 83 |
|
|
2023
Q1 | $737K | Sell |
10,595
-388
| -4% | -$27K | 0.28% | 83 |
|
|
2022
Q4 | $784K | Buy |
10,983
+981
| +10% | +$70.1K | 0.31% | 72 |
|
|
2022
Q3 | $680K | Buy |
10,002
+904
| +10% | +$61.5K | 0.29% | 76 |
|
|
2022
Q2 | $649K | Buy |
9,098
+181
| +2% | +$12.9K | 0.26% | 81 |
|
|
2022
Q1 | $647K | Buy |
8,917
+400
| +5% | +$29K | 0.22% | 84 |
|
|
2021
Q4 | $584K | Hold |
8,517
| – | – | 0.19% | 92 |
|
|
2021
Q3 | $528K | Buy |
8,517
+232
| +3% | +$14.4K | 0.18% | 96 |
|
|
2021
Q2 | $501K | Sell |
8,285
-500
| -6% | -$30.2K | 0.17% | 93 |
|
|
2021
Q1 | $546K | Sell |
8,785
-2,000
| -19% | -$124K | 0.19% | 92 |
|
|
2020
Q4 | $663K | Sell |
10,785
-2,000
| -16% | -$123K | 0.24% | 83 |
|
|
2020
Q3 | $693K | Buy |
12,785
+1,160
| +10% | +$62.9K | 0.27% | 78 |
|
|
2020
Q2 | $603K | Buy |
+11,625
| New | +$603K | 0.24% | 84 |
|
|
2020
Q1 | – | Sell |
-11,625
| Closed | -$741K | – | 175 |
|
|
2019
Q4 | $741K | Sell |
11,625
-3,875
| -25% | -$247K | 0.29% | 78 |
|
|
2019
Q3 | $957K | Buy |
15,500
+8,000
| +107% | +$494K | 0.36% | 70 |
|
|
2019
Q2 | $415K | Hold |
7,500
| – | – | 0.18% | 96 |
|
|
2019
Q1 | $388K | Hold |
7,500
| – | – | 0.17% | 104 |
|
|
2018
Q4 | $329K | Hold |
7,500
| – | – | 0.15% | 109 |
|
|
2018
Q3 | $327 | Hold |
7,500
| – | – | 0.1% | 120 |
|
|
2018
Q2 | $347K | Hold |
7,500
| – | – | 0.15% | 118 |
|
|
2018
Q1 | $335K | Buy |
7,500
+500
| +7% | +$22.3K | 0.14% | 121 |
|
|
2017
Q4 | $337K | Hold |
7,000
| – | – | 0.14% | 119 |
|
|
2017
Q3 | $344K | Hold |
7,000
| – | – | 0.16% | 112 |
|
|
2017
Q2 | $335K | Hold |
7,000
| – | – | 0.17% | 104 |
|
|
2017
Q1 | $348K | Hold |
7,000
| – | – | 0.18% | 98 |
|
|
2016
Q4 | $344K | Buy |
7,000
+500
| +8% | +$24.6K | 0.18% | 103 |
|
|
2016
Q3 | $333K | Sell |
6,500
-800
| -11% | -$41K | 0.18% | 104 |
|
|
2016
Q2 | $391K | Hold |
7,300
| – | – | 0.22% | 93 |
|
|
2016
Q1 | $378K | Hold |
7,300
| – | – | 0.22% | 93 |
|
|
2015
Q4 | $342K | Hold |
7,300
| – | – | 0.2% | 96 |
|
|
2015
Q3 | $326K | Buy |
+7,300
| New | +$326K | 0.2% | 103 |
|
|
2015
Q1 | – | Sell |
-4,300
| Closed | -$211K | – | 143 |
|
|
2014
Q4 | $211K | Buy |
+4,300
| New | +$211K | 0.12% | 130 |
|