WMG Financial Advisors’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 | $678K | Buy |
7,385
+33
| +0.4% | +$3.03K | 0.25% | 60 |
|
|
2025
Q1 | $676K | Sell |
7,352
-7,563
| -51% | -$695K | 0.29% | 55 |
|
|
2024
Q4 | $1.23M | Buy |
14,915
+11,176
| +299% | +$920K | 0.53% | 36 |
|
|
2024
Q3 | $337K | Buy |
3,739
+6
| +0.2% | +$541 | 0.15% | 97 |
|
|
2024
Q2 | $290K | Sell |
3,733
-113
| -3% | -$8.77K | 0.15% | 100 |
|
|
2024
Q1 | $276K | Buy |
3,846
+188
| +5% | +$13.5K | 0.16% | 100 |
|
|
2023
Q4 | $257K | Sell |
3,658
-205
| -5% | -$14.4K | 0.17% | 91 |
|
|
2023
Q3 | $250K | Sell |
3,863
-374
| -9% | -$24.2K | 0.21% | 80 |
|
|
2023
Q2 | $298K | Buy |
4,237
+1,403
| +50% | +$98.6K | 0.22% | 80 |
|
|
2023
Q1 | $324K | Sell |
2,834
-2,227
| -44% | -$255K | 0.27% | 67 |
|
|
2022
Q4 | $361K | Buy |
5,061
+134
| +3% | +$9.57K | 0.31% | 73 |
|
|
2022
Q3 | $337K | Buy |
4,927
+75
| +2% | +$5.13K | 0.3% | 73 |
|
|
2022
Q2 | $345K | Sell |
4,852
-260
| -5% | -$18.5K | 0.3% | 75 |
|
|
2022
Q1 | $374K | Buy |
5,112
+546
| +12% | +$39.9K | 0.27% | 89 |
|
|
2021
Q4 | $315K | Buy |
+4,566
| New | +$315K | 0.25% | 110 |
|