Wealth Group’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 | – | Sell |
-3,896
| Closed | -$358K | – | 143 |
|
|
2025
Q1 | $358K | Sell |
3,896
-1,873
| -32% | -$172K | 0.23% | 91 |
|
|
2024
Q4 | $475K | Buy |
5,769
+2,031
| +54% | +$167K | 0.31% | 76 |
|
|
2024
Q3 | $337K | Sell |
3,738
-1,954
| -34% | -$176K | 0.23% | 104 |
|
|
2024
Q2 | $442K | Hold |
5,692
| – | – | 0.32% | 75 |
|
|
2024
Q1 | $408K | Buy |
+5,692
| New | +$408K | 0.31% | 80 |
|