Wealth Management Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Buy |
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|
2025
Q2 | $452K | Buy |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $220K | Buy |
|