WealthBridge Capital Management’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 | $318K | Hold |
3,460
| – | – | 0.08% | 164 |
|
|
2025
Q1 | $318K | Hold |
3,460
| – | – | 0.09% | 151 |
|
|
2024
Q4 | $285K | Hold |
3,460
| – | – | 0.08% | 159 |
|
|
2024
Q3 | $312K | Sell |
3,460
-195
| -5% | -$17.6K | 0.09% | 155 |
|
|
2024
Q2 | $284K | Sell |
3,655
-17
| -0.5% | -$1.32K | 0.09% | 139 |
|
|
2024
Q1 | $263K | Sell |
3,672
-1
| -0% | -$72 | 0.09% | 145 |
|
|
2023
Q4 | $258K | Buy |
3,673
+68
| +2% | +$4.77K | 0.1% | 138 |
|
|
2023
Q3 | $233K | Hold |
3,605
| – | – | 0.1% | 151 |
|
|
2023
Q2 | $253K | Sell |
3,605
-4
| -0.1% | -$281 | 0.1% | 151 |
|
|
2023
Q1 | $251K | Buy |
3,609
+5
| +0.1% | +$348 | 0.1% | 165 |
|
|
2022
Q4 | $257K | Buy |
3,604
+103
| +3% | +$7.36K | 0.11% | 161 |
|
|
2022
Q3 | $250K | Hold |
3,501
| – | – | 0.11% | 166 |
|
|
2022
Q2 | $250K | Hold |
3,501
| – | – | 0.11% | 166 |
|
|
2022
Q1 | $254K | Hold |
3,501
| – | – | 0.1% | 152 |
|
|
2021
Q4 | $240K | Buy |
3,501
+100
| +3% | +$6.86K | 0.09% | 152 |
|
|
2021
Q3 | $211K | Hold |
3,401
| – | – | 0.08% | 163 |
|
|
2021
Q2 | $206K | Hold |
3,401
| – | – | 0.07% | 160 |
|
|
2021
Q1 | $211K | Buy |
3,401
+46
| +1% | +$2.85K | 0.09% | 152 |
|
|
2020
Q4 | $206K | Buy |
+3,355
| New | +$206K | 0.09% | 137 |
|
|
2020
Q1 | – | Sell |
-3,336
| Closed | -$213K | – | 133 |
|
|
2019
Q4 | $213K | Sell |
3,336
-7
| -0.2% | -$447 | 0.14% | 113 |
|
|
2019
Q3 | $206K | Buy |
+3,343
| New | +$206K | 0.15% | 108 |
|
|
2019
Q2 | – | Sell |
-3,355
| Closed | -$176K | – | 753 |
|
|
2019
Q1 | $176K | Buy |
3,355
+2
| +0.1% | +$105 | 0.11% | 120 |
|
|
2018
Q4 | $147K | Buy |
+3,353
| New | +$147K | 0.11% | 126 |
|