Williams Jones 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 | $255K | Sell |
2,778
-50
| -2% | -$4.59K | ﹤0.01% | 441 |
|
|
2025
Q1 | $260K | Sell |
2,828
-625
| -18% | -$57.5K | ﹤0.01% | 425 |
|
|
2024
Q4 | $284K | Buy |
3,453
+625
| +22% | +$51.5K | ﹤0.01% | 417 |
|
|
2024
Q3 | $255K | Sell |
2,828
-738
| -21% | -$66.6K | ﹤0.01% | 453 |
|
|
2024
Q2 | $277K | Sell |
3,566
-1,200
| -25% | -$93.1K | ﹤0.01% | 429 |
|
|
2024
Q1 | $342K | Sell |
4,766
-84
| -2% | -$6.03K | ﹤0.01% | 415 |
|
|
2023
Q4 | $340K | Buy |
4,850
+450
| +10% | +$31.6K | ﹤0.01% | 405 |
|
|
2023
Q3 | $285K | Hold |
4,400
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $309K | Sell |
4,400
-66
| -1% | -$4.64K | ﹤0.01% | 421 |
|
|
2023
Q1 | $311K | Sell |
4,466
-469
| -10% | -$32.6K | ﹤0.01% | 438 |
|
|
2022
Q4 | $352K | Buy |
4,935
+14
| +0.3% | +$1K | 0.01% | 416 |
|
|
2022
Q3 | $335K | Buy |
4,921
+300
| +6% | +$20.4K | 0.01% | 426 |
|
|
2022
Q2 | $330K | Buy |
4,621
+39
| +0.9% | +$2.79K | 0.01% | 439 |
|
|
2022
Q1 | $332K | Sell |
4,582
-500
| -10% | -$36.2K | ﹤0.01% | 404 |
|
|
2021
Q4 | $349K | Sell |
5,082
-330
| -6% | -$22.7K | ﹤0.01% | 375 |
|
|
2021
Q3 | $335K | Buy |
5,412
+279
| +5% | +$17.3K | ﹤0.01% | 380 |
|
|
2021
Q2 | $311K | Sell |
5,133
-472
| -8% | -$28.6K | ﹤0.01% | 398 |
|
|
2021
Q1 | $348K | Sell |
5,605
-1,122
| -17% | -$69.7K | 0.01% | 361 |
|
|
2020
Q4 | $413K | Hold |
6,727
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $365K | Buy |
6,727
+448
| +7% | +$24.3K | 0.01% | 307 |
|
|
2020
Q2 | $326K | Sell |
6,279
-70
| -1% | -$3.63K | 0.01% | 311 |
|
|
2020
Q1 | $344K | Hold |
6,349
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $404K | Sell |
6,349
-32
| -0.5% | -$2.04K | 0.01% | 315 |
|
|
2019
Q3 | $394K | Buy |
+6,381
| New | +$394K | 0.01% | 301 |
|