Wealthspire Advisors (New York)’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 | $2.11M | Buy |
22,955
+302
| +1% | +$27.7K | 0.01% | 272 |
|
|
2025
Q1 | $2.08M | Buy |
22,653
+2,430
| +12% | +$223K | 0.01% | 272 |
|
|
2024
Q4 | $1.66M | Buy |
20,223
+268
| +1% | +$22.1K | 0.02% | 270 |
|
|
2024
Q3 | $1.8M | Buy |
19,955
+248
| +1% | +$22.4K | 0.02% | 273 |
|
|
2024
Q2 | $1.53M | Buy |
19,707
+563
| +3% | +$43.7K | 0.02% | 243 |
|
|
2024
Q1 | $1.37M | Sell |
19,144
-11,962
| -38% | -$858K | 0.02% | 259 |
|
|
2023
Q4 | $2.18M | Buy |
31,106
+9,434
| +44% | +$662K | 0.03% | 181 |
|
|
2023
Q3 | $1.4M | Sell |
21,672
-304
| -1% | -$19.7K | 0.02% | 221 |
|
|
2023
Q2 | $1.54M | Sell |
21,976
-2,528
| -10% | -$178K | 0.03% | 181 |
|
|
2023
Q1 | $1.7M | Sell |
24,504
-616
| -2% | -$42.9K | 0.03% | 171 |
|
|
2022
Q4 | $1.79M | Buy |
25,120
+2,075
| +9% | +$148K | 0.03% | 167 |
|
|
2022
Q3 | $1.57M | Buy |
23,045
+270
| +1% | +$18.4K | 0.03% | 170 |
|
|
2022
Q2 | $1.62M | Buy |
22,775
+3,640
| +19% | +$260K | 0.03% | 158 |
|
|
2022
Q1 | $1.39M | Buy |
19,135
+1,812
| +10% | +$131K | 0.03% | 158 |
|
|
2021
Q4 | $1.19M | Buy |
17,323
+246
| +1% | +$16.9K | 0.03% | 207 |
|
|
2021
Q3 | $1.06M | Buy |
17,077
+12,170
| +248% | +$754K | 0.02% | 238 |
|
|
2021
Q2 | $297K | Sell |
4,907
-24,995
| -84% | -$1.51M | 0.01% | 294 |
|
|
2021
Q1 | $1.86M | Buy |
29,902
+5,376
| +22% | +$334K | 0.04% | 182 |
|
|
2020
Q4 | $1.51M | Buy |
24,526
+18,376
| +299% | +$1.13M | 0.04% | 161 |
|
|
2020
Q3 | $333K | Sell |
6,150
-812
| -12% | -$44K | 0.02% | 224 |
|
|
2020
Q2 | $361K | Sell |
6,962
-9,433
| -58% | -$489K | 0.03% | 182 |
|
|
2020
Q1 | $888K | Buy |
16,395
+12,180
| +289% | +$660K | 0.04% | 214 |
|
|
2019
Q4 | $268K | Buy |
+4,215
| New | +$268K | 0.02% | 163 |
|
|
2019
Q1 | – | Sell |
-573
| Closed | -$25K | – | 678 |
|
|
2018
Q4 | $25K | Buy |
+573
| New | +$25K | ﹤0.01% | 294 |
|