WDG
Wealth Dimensions Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
7,935
+251
| +3% | +$23K | 0.16% | 77 |
|
|
2025
Q1 | $707K | Sell |
7,684
-224
| -3% | -$20.6K | 0.17% | 73 |
|
|
2024
Q4 | $651K | Buy |
7,908
+78
| +1% | +$6.42K | 0.16% | 75 |
|
|
2024
Q3 | $706K | Sell |
7,830
-60
| -0.8% | -$5.41K | 0.18% | 66 |
|
|
2024
Q2 | $612K | Sell |
7,890
-630
| -7% | -$48.9K | 0.17% | 70 |
|
|
2024
Q1 | $611K | Sell |
8,520
-151
| -2% | -$10.8K | 0.18% | 68 |
|
|
2023
Q4 | $608K | Buy |
8,671
+14
| +0.2% | +$982 | 0.19% | 66 |
|
|
2023
Q3 | $560K | Buy |
8,657
+44
| +0.5% | +$2.85K | 0.2% | 70 |
|
|
2023
Q2 | $605K | Sell |
8,613
-5
| -0.1% | -$351 | 0.22% | 62 |
|
|
2023
Q1 | $600K | Buy |
8,618
+814
| +10% | +$56.6K | 0.23% | 59 |
|
|
2022
Q4 | $557K | Buy |
7,804
+90
| +1% | +$6.43K | 0.23% | 58 |
|
|
2022
Q3 | $525K | Sell |
7,714
-16
| -0.2% | -$1.09K | 0.26% | 53 |
|
|
2022
Q2 | $551K | Buy |
7,730
+9
| +0.1% | +$642 | 0.26% | 56 |
|
|
2022
Q1 | $560K | Buy |
7,721
+10
| +0.1% | +$725 | 0.26% | 66 |
|
|
2021
Q4 | $529K | Sell |
7,711
-27
| -0.3% | -$1.85K | 0.26% | 67 |
|
|
2021
Q3 | $480K | Hold |
7,738
| – | – | 0.31% | 72 |
|
|
2021
Q2 | $468K | Hold |
7,738
| – | – | 0.32% | 69 |
|
|
2021
Q1 | $481K | Hold |
7,738
| – | – | 0.37% | 61 |
|
|
2020
Q4 | $475K | Buy |
+7,738
| New | +$475K | 0.41% | 49 |
|