Wealthcare Advisory Partners’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 | $5.42M | Buy |
59,056
+6,155
| +12% | +$565K | 0.12% | 145 |
|
|
2025
Q1 | $4.86M | Sell |
52,901
-951
| -2% | -$87.4K | 0.13% | 142 |
|
|
2024
Q4 | $4.43M | Sell |
53,852
-1,254
| -2% | -$103K | 0.12% | 147 |
|
|
2024
Q3 | $4.97M | Buy |
55,106
+1,661
| +3% | +$150K | 0.14% | 138 |
|
|
2024
Q2 | $4.15M | Sell |
53,445
-1,589
| -3% | -$123K | 0.13% | 134 |
|
|
2024
Q1 | $3.95M | Buy |
55,034
+3,201
| +6% | +$230K | 0.13% | 132 |
|
|
2023
Q4 | $3.63M | Buy |
51,833
+4,708
| +10% | +$330K | 0.14% | 119 |
|
|
2023
Q3 | $3.05M | Buy |
47,125
+1,955
| +4% | +$127K | 0.14% | 118 |
|
|
2023
Q2 | $3.17M | Sell |
45,170
-335
| -0.7% | -$23.5K | 0.14% | 123 |
|
|
2023
Q1 | $3.17M | Buy |
45,505
+506
| +1% | +$35.2K | 0.14% | 129 |
|
|
2022
Q4 | $3.21M | Buy |
44,999
+1,700
| +4% | +$121K | 0.15% | 115 |
|
|
2022
Q3 | $2.94M | Buy |
43,299
+33,858
| +359% | +$2.3M | 0.17% | 108 |
|
|
2022
Q2 | $673K | Buy |
9,441
+381
| +4% | +$27.2K | 0.04% | 265 |
|
|
2022
Q1 | $657K | Buy |
9,060
+519
| +6% | +$37.6K | 0.04% | 263 |
|
|
2021
Q4 | $586K | Sell |
8,541
-1,968
| -19% | -$135K | 0.04% | 291 |
|
|
2021
Q3 | $651K | Buy |
10,509
+1,636
| +18% | +$101K | 0.04% | 266 |
|
|
2021
Q2 | $537K | Sell |
8,873
-5,121
| -37% | -$310K | 0.04% | 309 |
|
|
2021
Q1 | $870K | Buy |
13,994
+7,010
| +100% | +$436K | 0.06% | 202 |
|
|
2020
Q4 | $429K | Sell |
6,984
-794
| -10% | -$48.8K | 0.04% | 257 |
|
|
2020
Q3 | $422K | Buy |
7,778
+3,592
| +86% | +$195K | 0.05% | 222 |
|
|
2020
Q2 | $217K | Sell |
4,186
-73
| -2% | -$3.78K | 0.03% | 290 |
|
|
2020
Q1 | $231K | Sell |
4,259
-1,287
| -23% | -$69.8K | 0.03% | 245 |
|
|
2019
Q4 | $353K | Sell |
5,546
-307
| -5% | -$19.5K | 0.04% | 215 |
|
|
2019
Q3 | $362K | Buy |
5,853
+404
| +7% | +$25K | 0.05% | 187 |
|
|
2019
Q2 | $301K | Sell |
5,449
-408
| -7% | -$22.5K | 0.05% | 203 |
|
|
2019
Q1 | $303K | Buy |
5,857
+250
| +4% | +$12.9K | 0.05% | 182 |
|
|
2018
Q4 | $246K | Sell |
5,607
-179
| -3% | -$7.85K | 0.05% | 182 |
|
|
2018
Q3 | $252K | Sell |
5,786
-60
| -1% | -$2.61K | 0.05% | 191 |
|
|
2018
Q2 | $271K | Buy |
5,846
+791
| +16% | +$36.7K | 0.05% | 181 |
|
|
2018
Q1 | $226K | Sell |
5,055
-1,652
| -25% | -$73.9K | 0.05% | 183 |
|
|
2017
Q4 | $323K | Buy |
6,707
+1,753
| +35% | +$84.4K | 0.08% | 133 |
|
|
2017
Q3 | $243K | Buy |
+4,954
| New | +$243K | 0.07% | 129 |
|