WealthShield 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 | $238K | Buy |
2,589
+129
| +5% | +$11.8K | 0.03% | 300 |
|
|
2025
Q1 | $226K | Buy |
+2,460
| New | +$226K | 0.03% | 296 |
|
|
2024
Q4 | – | Sell |
-2,254
| Closed | -$203K | – | 516 |
|
|
2024
Q3 | $203K | Buy |
+2,254
| New | +$203K | 0.03% | 295 |
|
|
2023
Q4 | – | Sell |
-4,099
| Closed | -$265K | – | 505 |
|
|
2023
Q3 | $265K | Buy |
4,099
+264
| +7% | +$17.1K | 0.04% | 266 |
|
|
2023
Q2 | $269K | Sell |
3,835
-966
| -20% | -$67.9K | 0.04% | 264 |
|
|
2023
Q1 | $334K | Buy |
4,801
+1,967
| +69% | +$137K | 0.05% | 238 |
|
|
2022
Q4 | $202K | Buy |
+2,834
| New | +$202K | 0.04% | 281 |
|
|
2022
Q3 | – | Sell |
-2,824
| Closed | -$201K | – | 309 |
|
|
2022
Q2 | $201K | Sell |
2,824
-158
| -5% | -$11.2K | 0.04% | 283 |
|
|
2022
Q1 | $216K | Sell |
2,982
-358
| -11% | -$25.9K | 0.03% | 307 |
|
|
2021
Q4 | $229K | Buy |
+3,340
| New | +$229K | 0.04% | 261 |
|
|
2021
Q3 | – | Sell |
-2,379
| Closed | -$144K | – | 665 |
|
|
2021
Q2 | $144K | Buy |
2,379
+1
| +0% | +$61 | 0.02% | 307 |
|
|
2021
Q1 | $148K | Buy |
+2,378
| New | +$148K | 0.03% | 292 |
|