WAM
WealthTrust Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
2,895
-389
| -12% | -$35.7K | 0.2% | 63 |
|
|
2025
Q1 | $302K | Buy |
3,284
+4
| +0.1% | +$368 | 0.22% | 63 |
|
|
2024
Q4 | $270K | Buy |
3,280
+34
| +1% | +$2.8K | 0.19% | 71 |
|
|
2024
Q3 | $293K | Buy |
3,246
+5
| +0.2% | +$451 | 0.22% | 69 |
|
|
2024
Q2 | $251K | Buy |
3,241
+5
| +0.2% | +$388 | 0.18% | 76 |
|
|
2024
Q1 | $232K | Buy |
3,236
+7
| +0.2% | +$502 | 0.18% | 75 |
|
|
2023
Q4 | $226K | Buy |
3,229
+6
| +0.2% | +$421 | 0.19% | 74 |
|
|
2023
Q3 | $209K | Buy |
3,223
+6
| +0.2% | +$388 | 0.19% | 69 |
|
|
2023
Q2 | $226K | Buy |
3,217
+6
| +0.2% | +$422 | 0.2% | 63 |
|
|
2023
Q1 | $223K | Sell |
3,211
-74
| -2% | -$5.15K | 0.21% | 66 |
|
|
2022
Q4 | $235K | Buy |
3,285
+6
| +0.2% | +$428 | 0.23% | 58 |
|
|
2022
Q3 | $223K | Buy |
3,279
+7
| +0.2% | +$476 | 0.24% | 59 |
|
|
2022
Q2 | $233K | Buy |
3,272
+8
| +0.2% | +$570 | 0.22% | 65 |
|
|
2022
Q1 | $237K | Sell |
3,264
-72
| -2% | -$5.23K | 0.17% | 70 |
|
|
2021
Q4 | $229K | Buy |
3,336
+8
| +0.2% | +$549 | 0.15% | 69 |
|
|
2021
Q3 | $206K | Buy |
+3,328
| New | +$206K | 0.18% | 64 |
|