Wedmont Private Capital’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 | $1.76M | Buy |
19,086
+2,031
| +12% | +$187K | 0.07% | 164 |
|
|
2025
Q1 | $1.53M | Buy |
17,055
+852
| +5% | +$76.6K | 0.08% | 156 |
|
|
2024
Q4 | $1.32M | Buy |
16,203
+1,593
| +11% | +$130K | 0.07% | 174 |
|
|
2024
Q3 | $1.3M | Buy |
14,610
+2,002
| +16% | +$178K | 0.07% | 168 |
|
|
2024
Q2 | $1.01M | Buy |
12,608
+2,106
| +20% | +$168K | 0.06% | 195 |
|
|
2024
Q1 | $741K | Sell |
10,502
-839
| -7% | -$59.2K | 0.05% | 245 |
|
|
2023
Q4 | $818K | Buy |
11,341
+2,048
| +22% | +$148K | 0.07% | 199 |
|
|
2023
Q3 | $613K | Sell |
9,293
-2,269
| -20% | -$150K | 0.06% | 218 |
|
|
2023
Q2 | $825K | Buy |
11,562
+4,177
| +57% | +$298K | 0.09% | 154 |
|
|
2023
Q1 | $532K | Buy |
7,385
+1,821
| +33% | +$131K | 0.07% | 210 |
|
|
2022
Q4 | $399K | Sell |
5,564
-489
| -8% | -$35K | 0.06% | 263 |
|
|
2022
Q3 | $412K | Buy |
6,053
+2,347
| +63% | +$160K | 0.08% | 190 |
|
|
2022
Q2 | $264K | Buy |
+3,706
| New | +$264K | 0.06% | 267 |
|