Western 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 | $1.14M | Sell |
12,370
-759
| -6% | -$69.7K | 0.07% | 248 |
|
|
2025
Q1 | $1.21M | Sell |
13,129
-452
| -3% | -$41.6K | 0.08% | 217 |
|
|
2024
Q4 | $1.12M | Sell |
13,581
-7,610
| -36% | -$626K | 0.07% | 229 |
|
|
2024
Q3 | $1.91M | Buy |
21,191
+7,932
| +60% | +$715K | 0.11% | 190 |
|
|
2024
Q2 | $1.03M | Buy |
13,259
+422
| +3% | +$32.7K | 0.08% | 225 |
|
|
2024
Q1 | $921K | Sell |
12,837
-6,730
| -34% | -$483K | 0.07% | 243 |
|
|
2023
Q4 | $1.37M | Buy |
19,567
+1,352
| +7% | +$94.8K | 0.1% | 213 |
|
|
2023
Q3 | $1.18M | Buy |
18,215
+2,148
| +13% | +$139K | 0.1% | 217 |
|
|
2023
Q2 | $1.13M | Sell |
16,067
-85
| -0.5% | -$5.97K | 0.1% | 218 |
|
|
2023
Q1 | $1.12M | Sell |
16,152
-711
| -4% | -$49.5K | 0.1% | 211 |
|
|
2022
Q4 | $1.2M | Sell |
16,863
-9,471
| -36% | -$676K | 0.12% | 187 |
|
|
2022
Q3 | $1.78M | Buy |
26,334
+175
| +0.7% | +$11.8K | 0.1% | 202 |
|
|
2022
Q2 | $1.86M | Sell |
26,159
-532
| -2% | -$37.9K | 0.11% | 194 |
|
|
2022
Q1 | $1.94M | Buy |
26,691
+18,080
| +210% | +$1.31M | 0.09% | 210 |
|
|
2021
Q4 | $589K | Buy |
+8,611
| New | +$589K | 0.06% | 294 |
|
|
2021
Q2 | $969K | Buy |
16,028
+7,056
| +79% | +$427K | 0.1% | 212 |
|
|
2021
Q1 | $558K | Buy |
8,972
+616
| +7% | +$38.3K | 0.08% | 259 |
|
|
2020
Q4 | $513K | Buy |
8,356
+786
| +10% | +$48.3K | 0.08% | 249 |
|
|
2020
Q3 | $411K | Buy |
7,570
+28
| +0.4% | +$1.52K | 0.07% | 274 |
|
|
2020
Q2 | $397K | Sell |
7,542
-105
| -1% | -$5.53K | 0.07% | 263 |
|
|
2020
Q1 | $414K | Sell |
7,647
-139,140
| -95% | -$7.53M | 0.1% | 211 |
|
|
2019
Q4 | $9.1M | Buy |
146,787
+140,818
| +2,359% | +$8.73M | 1.38% | 18 |
|
|
2019
Q3 | $367K | Sell |
5,969
-274,917
| -98% | -$16.9M | 0.08% | 256 |
|
|
2019
Q2 | $14.4M | Buy |
280,886
+275,053
| +4,715% | +$14.1M | 1.89% | 14 |
|
|
2019
Q1 | $307K | Buy |
5,833
+193
| +3% | +$10.2K | 0.07% | 284 |
|
|
2018
Q4 | $259K | Buy |
+5,640
| New | +$259K | 0.07% | 277 |
|