Windle Wealth’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 | $8.26M | Buy |
89,931
+1,037
| +1% | +$95.2K | 4.04% | 7 |
|
|
2025
Q1 | $8.17M | Buy |
88,894
+593
| +0.7% | +$54.5K | 4.21% | 12 |
|
|
2024
Q4 | $7.27M | Buy |
88,301
+1,642
| +2% | +$135K | 4.02% | 11 |
|
|
2024
Q3 | $7.81M | Sell |
86,659
-859
| -1% | -$77.5K | 4.25% | 9 |
|
|
2024
Q2 | $6.79M | Sell |
87,518
-2,673
| -3% | -$207K | 4.14% | 8 |
|
|
2024
Q1 | $6.47M | Buy |
90,191
+3,672
| +4% | +$263K | 4.12% | 11 |
|
|
2023
Q4 | $6.07M | Sell |
86,519
-1,373
| -2% | -$96.3K | 4.25% | 11 |
|
|
2023
Q3 | $5.69M | Buy |
87,892
+2,981
| +4% | +$193K | 4.24% | 13 |
|
|
2023
Q2 | $5.96M | Buy |
84,911
+449
| +0.5% | +$31.5K | 4.31% | 11 |
|
|
2023
Q1 | $5.88M | Buy |
84,462
+2,646
| +3% | +$184K | 4.36% | 13 |
|
|
2022
Q4 | $5.84M | Buy |
+81,816
| New | +$5.84M | 4.56% | 10 |
|