WF
Wayfinding Financial’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
3,472
-473
| -12% | -$45.4K | 0.15% | 93 |
|
|
2025
Q1 | $362K | Buy |
3,945
+42
| +1% | +$3.85K | 0.16% | 86 |
|
|
2024
Q4 | $321K | Buy |
+3,903
| New | +$321K | 0.17% | 89 |
|
|
2024
Q3 | – | Sell |
-4,019
| Closed | -$311K | – | 114 |
|
|
2024
Q2 | $311K | Buy |
4,019
+97
| +2% | +$7.51K | 0.18% | 87 |
|
|
2024
Q1 | $304K | Sell |
3,922
-57
| -1% | -$4.42K | 0.18% | 88 |
|
|
2023
Q4 | $279K | Buy |
3,979
+120
| +3% | +$8.41K | 0.19% | 85 |
|
|
2023
Q3 | $241K | Sell |
3,859
-61
| -2% | -$3.81K | 0.18% | 96 |
|
|
2023
Q2 | $283K | Buy |
3,920
+378
| +11% | +$27.3K | 0.2% | 81 |
|
|
2023
Q1 | $246K | Buy |
+3,542
| New | +$246K | 0.19% | 91 |
|