WWM
Wiser Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
5,876
-7,356
| -56% | -$675K | 0.14% | 33 |
|
|
2025
Q1 | $1.22M | Sell |
13,232
-43
| -0.3% | -$3.95K | 0.34% | 23 |
|
|
2024
Q4 | $1.09M | Buy |
13,275
+152
| +1% | +$12.5K | 0.31% | 24 |
|
|
2024
Q3 | $1.18M | Buy |
+13,123
| New | +$1.18M | 0.34% | 21 |
|
|
2023
Q4 | – | Sell |
-3,587
| Closed | -$232K | – | 37 |
|
|
2023
Q3 | $232K | Buy |
+3,587
| New | +$232K | 0.09% | 33 |
|
|
2021
Q3 | – | Sell |
-4,970
| Closed | -$301K | – | 30 |
|
|
2021
Q2 | $301K | Sell |
4,970
-407
| -8% | -$24.6K | 0.18% | 24 |
|
|
2021
Q1 | $334K | Hold |
5,377
| – | – | 0.23% | 26 |
|
|
2020
Q4 | $330K | Buy |
+5,377
| New | +$330K | 0.25% | 26 |
|