Wealthspan 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 | $378K | Sell |
4,112
-222
| -5% | -$20.4K | 0.16% | 83 |
|
|
2025
Q1 | $399K | Buy |
4,334
+2
| +0% | +$184 | 0.18% | 70 |
|
|
2024
Q4 | $357K | Sell |
4,332
-52
| -1% | -$4.28K | 0.17% | 79 |
|
|
2024
Q3 | $395K | Buy |
4,384
+2
| +0% | +$180 | 0.2% | 77 |
|
|
2024
Q2 | $340K | Buy |
4,382
+3
| +0.1% | +$233 | 0.19% | 74 |
|
|
2024
Q1 | $314K | Buy |
4,379
+188
| +4% | +$13.5K | 0.19% | 76 |
|
|
2023
Q4 | $294K | Buy |
4,191
+709
| +20% | +$49.7K | 0.21% | 69 |
|
|
2023
Q3 | $225K | Sell |
3,482
-87
| -2% | -$5.63K | 0.18% | 74 |
|
|
2023
Q2 | $251K | Buy |
3,569
+3
| +0.1% | +$211 | 0.2% | 70 |
|
|
2023
Q1 | $248K | Buy |
3,566
+3
| +0.1% | +$209 | 0.21% | 66 |
|
|
2022
Q4 | $254K | Buy |
3,563
+3
| +0.1% | +$214 | 0.23% | 64 |
|
|
2022
Q3 | $242K | Buy |
3,560
+610
| +21% | +$41.5K | 0.25% | 63 |
|
|
2022
Q2 | $210K | Sell |
2,950
-122
| -4% | -$8.69K | 0.22% | 63 |
|
|
2022
Q1 | $223K | Buy |
3,072
+3
| +0.1% | +$218 | 0.2% | 64 |
|
|
2021
Q4 | $210K | Buy |
+3,069
| New | +$210K | 0.19% | 65 |
|