Widmann Financial Services’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 | $1.18M | Buy |
12,871
+983
| +8% | +$90.3K | 0.82% | 37 |
|
|
2025
Q1 | $1.09M | Buy |
11,888
+25
| +0.2% | +$2.3K | 0.85% | 35 |
|
|
2024
Q4 | $977K | Sell |
11,863
-140
| -1% | -$11.5K | 0.76% | 44 |
|
|
2024
Q3 | $1.08M | Sell |
12,003
-415
| -3% | -$37.4K | 0.82% | 38 |
|
|
2024
Q2 | $963K | Sell |
12,418
-147
| -1% | -$11.4K | 0.78% | 38 |
|
|
2024
Q1 | $901K | Sell |
12,565
-190
| -1% | -$13.6K | 0.76% | 46 |
|
|
2023
Q4 | $894K | Sell |
12,755
-150
| -1% | -$10.5K | 0.81% | 43 |
|
|
2023
Q3 | $835K | Buy |
12,905
+40
| +0.3% | +$2.59K | 0.83% | 40 |
|
|
2023
Q2 | $904K | Sell |
12,865
-80
| -0.6% | -$5.62K | 0.86% | 38 |
|
|
2023
Q1 | $901K | Buy |
12,945
+295
| +2% | +$20.5K | 0.91% | 38 |
|
|
2022
Q4 | $903K | Buy |
12,650
+113
| +0.9% | +$8.07K | 0.95% | 40 |
|
|
2022
Q3 | $853K | Sell |
12,537
-100
| -0.8% | -$6.8K | 0.94% | 38 |
|
|
2022
Q2 | $901K | Buy |
12,637
+60
| +0.5% | +$4.28K | 0.93% | 38 |
|
|
2022
Q1 | $911K | Buy |
12,577
+240
| +2% | +$17.4K | 0.81% | 43 |
|
|
2021
Q4 | $846K | Buy |
+12,337
| New | +$846K | 0.7% | 44 |
|