WealthPLAN Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,247
| Closed | -$233K | – | 322 |
|
|
2024
Q1 | $233K | Hold |
3,247
| – | – | 0.02% | 285 |
|
|
2023
Q4 | $228K | Hold |
3,247
| – | – | 0.02% | 297 |
|
|
2023
Q3 | $210K | Buy |
3,247
+13
| +0.4% | +$902 | 0.02% | 295 |
|
|
2023
Q2 | $227K | Sell |
3,234
-19
| -0.6% | -$1.36K | 0.03% | 276 |
|
|
2023
Q1 | $226K | Sell |
3,253
-1,000
| -24% | -$67.3K | 0.03% | 287 |
|
|
2022
Q4 | $283K | Buy |
+4,253
| New | +$284K | 0.02% | 325 |
|
|
2022
Q1 | $240K | Sell |
3,264
-403
| -11% | -$27.3K | 0.02% | 351 |
|
|
2021
Q4 | $255K | Buy |
3,667
+56
| +2% | +$3.57K | 0.02% | 343 |
|
|
2021
Q3 | $233K | Sell |
3,611
-163
| -4% | -$10.5K | 0.02% | 344 |
|
|
2021
Q2 | $248K | Sell |
3,774
-56
| -1% | -$3.58K | 0.02% | 315 |
|
|
2021
Q1 | $254K | Sell |
3,830
-342
| -8% | -$20.5K | 0.02% | 288 |
|
|
2020
Q4 | $252K | Buy |
4,172
+285
| +7% | +$17.1K | 0.02% | 291 |
|
|
2020
Q3 | $247K | Sell |
3,887
-583
| -13% | -$31.2K | 0.02% | 278 |
|
|
2020
Q2 | $246K | Sell |
4,470
-3
| -0.1% | -$167 | 0.03% | 267 |
|
|
2020
Q1 | $245K | Buy |
4,473
+83
| +2% | +$5.26K | 0.03% | 218 |
|
|
2019
Q4 | $301K | Buy |
4,390
+173
| +4% | +$10.7K | 0.04% | 200 |
|
|
2019
Q3 | $261K | Buy |
4,217
+498
| +13% | +$28.9K | 0.04% | 207 |
|
|
2019
Q2 | $213K | Buy |
+3,719
| New | +$199K | 0.03% | 221 |
|
|
2018
Q4 | – | Sell |
-4,357
| Closed | -$203K | – | 273 |
|
|
2018
Q3 | $203K | Buy |
+4,357
| New | +$201K | 0.04% | 238 |
|
|
2017
Q2 | – | Sell |
-2,147
| Closed | -$108K | – | 387 |
|
|
2017
Q1 | $108K | Buy |
+2,147
| New | +$106K | 0.38% | 48 |
|
|
2016
Q3 | $370K | Sell |
7,428
-9,124
| -55% | -$480K | 0.12% | 103 |
|
|
2016
Q2 | $408K | Buy |
+16,552
| New | +$832K | 0.05% | 236 |
|
|
2015
Q4 | $229K | Buy |
+14,361
| New | +$651K | 0.04% | 246 |
|
|
2015
Q2 | $203K | Sell |
4,835
-7,037
| -59% | -$307K | 0.09% | 91 |
|
|
2015
Q1 | $521K | Buy |
+11,872
| New | +$564K | 0.24% | 71 |
|
Other funds holding SO
