Wealth Management Associates’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 | $452K | Buy |
4,923
+130
| +3% | +$11.9K | 0.18% | 109 |
|
|
2025
Q1 | $441K | Sell |
4,793
-730
| -13% | -$67.1K | 0.19% | 103 |
|
|
2024
Q4 | $455K | Sell |
5,523
-500
| -8% | -$41.2K | 0.19% | 100 |
|
|
2024
Q3 | $543K | Buy |
6,023
+1,256
| +26% | +$113K | 0.24% | 87 |
|
|
2024
Q2 | $370K | Hold |
4,767
| – | – | 0.17% | 119 |
|
|
2024
Q1 | $370K | Buy |
4,767
+159
| +3% | +$12.3K | 0.17% | 119 |
|
|
2023
Q4 | $323K | Buy |
4,608
+41
| +0.9% | +$2.88K | 0.17% | 132 |
|
|
2023
Q3 | $296K | Buy |
4,567
+546
| +14% | +$35.3K | 0.17% | 127 |
|
|
2023
Q2 | $282K | Sell |
4,021
-39
| -1% | -$2.74K | 0.16% | 137 |
|
|
2023
Q1 | $282K | Buy |
4,060
+810
| +25% | +$56.4K | 0.17% | 138 |
|
|
2022
Q4 | $232K | Sell |
3,250
-500
| -13% | -$35.7K | 0.15% | 157 |
|
|
2022
Q3 | $255K | Buy |
3,750
+500
| +15% | +$34K | 0.18% | 142 |
|
|
2022
Q2 | $232K | Hold |
3,250
| – | – | 0.16% | 153 |
|
|
2022
Q1 | $236K | Hold |
3,250
| – | – | 0.13% | 172 |
|
|
2021
Q4 | $223K | Hold |
3,250
| – | – | 0.12% | 178 |
|
|
2021
Q3 | $201K | Buy |
+3,250
| New | +$201K | 0.12% | 184 |
|
|
2021
Q2 | – | Sell |
-3,586
| Closed | -$223K | – | 209 |
|
|
2021
Q1 | $223K | Hold |
3,586
| – | – | 0.14% | 165 |
|
|
2020
Q4 | $220K | Buy |
+3,586
| New | +$220K | 0.14% | 163 |
|