Waterfront Wealth’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 | $1.12M | Sell |
12,240
-377
| -3% | -$34.6K | 0.25% | 121 |
|
|
2025
Q1 | $1.16M | Hold |
12,617
| – | – | 0.28% | 108 |
|
|
2024
Q4 | $1.04M | Buy |
12,617
+210
| +2% | +$17.3K | 0.25% | 126 |
|
|
2024
Q3 | $1.12M | Buy |
12,407
+216
| +2% | +$19.5K | 0.27% | 108 |
|
|
2024
Q2 | $946K | Buy |
12,191
+75
| +0.6% | +$5.82K | 0.26% | 124 |
|
|
2024
Q1 | $901K | Buy |
12,116
+293
| +2% | +$21.8K | 0.25% | 127 |
|
|
2023
Q4 | $829K | Buy |
11,823
+254
| +2% | +$17.8K | 0.24% | 126 |
|
|
2023
Q3 | $757K | Buy |
11,569
+2,435
| +27% | +$159K | 0.25% | 122 |
|
|
2023
Q2 | $667K | Buy |
9,134
+738
| +9% | +$53.9K | 0.2% | 144 |
|
|
2023
Q1 | $584K | Buy |
8,396
+519
| +7% | +$36.1K | 0.19% | 150 |
|
|
2022
Q4 | $535K | Buy |
7,877
+428
| +6% | +$29.1K | 0.18% | 158 |
|
|
2022
Q3 | $493K | Buy |
7,449
+1,386
| +23% | +$91.7K | 0.19% | 149 |
|
|
2022
Q2 | $432K | Buy |
6,063
+1,977
| +48% | +$141K | 0.17% | 154 |
|
|
2022
Q1 | $310K | Buy |
+4,086
| New | +$310K | 0.11% | 181 |
|