Western Pacific Wealth Management’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 | $61K | Sell |
665
-223
| -25% | -$20.5K | 0.06% | 125 |
|
|
2025
Q1 | $81.6K | Hold |
888
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $73.1K | Buy |
888
+216
| +32% | +$17.8K | 0.06% | 128 |
|
|
2024
Q3 | $60.6K | Buy |
672
+1
| +0.1% | +$90 | 0.04% | 156 |
|
|
2024
Q2 | $52K | Buy |
671
+1
| +0.1% | +$78 | 0.04% | 139 |
|
|
2024
Q1 | $48.1K | Hold |
670
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $47K | Buy |
670
+1
| +0.1% | +$70 | 0.03% | 149 |
|
|
2023
Q3 | $43.3K | Hold |
669
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $47K | Hold |
669
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $46.5K | Hold |
669
| – | – | 0.04% | 149 |
|
|
2022
Q4 | $47.8K | Hold |
669
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $45K | Hold |
669
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $47K | Hold |
669
| – | – | 0.05% | 77 |
|
|
2022
Q1 | $48K | Hold |
669
| – | – | 0.04% | 95 |
|
|
2021
Q4 | $45K | Buy |
+669
| New | +$45K | 0.03% | 118 |
|