Wealth Alliance’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 | $811K | Sell |
8,836
-1,856
| -17% | -$170K | 0.09% | 203 |
|
|
2025
Q1 | $983K | Sell |
10,692
-6
| -0.1% | -$552 | 0.12% | 167 |
|
|
2024
Q4 | $881K | Sell |
10,698
-6
| -0.1% | -$494 | 0.11% | 180 |
|
|
2024
Q3 | $965K | Sell |
10,704
-4,945
| -32% | -$446K | 0.12% | 172 |
|
|
2024
Q2 | $1.21M | Sell |
15,649
-2,763
| -15% | -$214K | 0.16% | 129 |
|
|
2024
Q1 | $1.32M | Buy |
18,412
+460
| +3% | +$33K | 0.17% | 124 |
|
|
2023
Q4 | $1.26M | Sell |
17,952
-105
| -0.6% | -$7.36K | 0.18% | 116 |
|
|
2023
Q3 | $1.17M | Buy |
18,057
+568
| +3% | +$36.8K | 0.18% | 117 |
|
|
2023
Q2 | $1.23M | Sell |
17,489
-215
| -1% | -$15.1K | 0.18% | 119 |
|
|
2023
Q1 | $1.23M | Buy |
17,704
+732
| +4% | +$50.9K | 0.2% | 113 |
|
|
2022
Q4 | $1.21M | Buy |
16,972
+659
| +4% | +$47.1K | 0.22% | 112 |
|
|
2022
Q3 | $1.11M | Buy |
16,313
+407
| +3% | +$27.7K | 0.22% | 103 |
|
|
2022
Q2 | $1.14M | Sell |
15,906
-1,691
| -10% | -$121K | 0.22% | 105 |
|
|
2022
Q1 | $1.28M | Buy |
17,597
+87
| +0.5% | +$6.31K | 0.26% | 84 |
|
|
2021
Q4 | $1.2M | Buy |
17,510
+1,405
| +9% | +$96.4K | 0.24% | 92 |
|
|
2021
Q3 | $998K | Buy |
16,105
+46
| +0.3% | +$2.85K | 0.22% | 100 |
|
|
2021
Q2 | $972K | Buy |
16,059
+2,932
| +22% | +$177K | 0.23% | 106 |
|
|
2021
Q1 | $816K | Sell |
13,127
-1,381
| -10% | -$85.8K | 0.23% | 112 |
|
|
2020
Q4 | $892K | Buy |
14,508
+2,831
| +24% | +$174K | 0.26% | 89 |
|
|
2020
Q3 | $633K | Buy |
11,677
+907
| +8% | +$49.2K | 0.23% | 114 |
|
|
2020
Q2 | $558K | Buy |
10,770
+2,965
| +38% | +$154K | 0.22% | 120 |
|
|
2020
Q1 | $423K | Buy |
+7,805
| New | +$423K | 0.23% | 118 |
|