WMS Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $211K | Buy |
|
|||||
|
2024
Q3 | $228K | Sell |
|
|||||
|
2024
Q2 | $259K | Buy |
|
|||||
|
2024
Q1 | $226K | Sell |
|
|||||
|
2023
Q4 | $272K | Buy |
|
|||||
|
2023
Q3 | $242K | Sell |
|
|||||
|
2023
Q2 | $263K | Sell |
|
|||||
|
2023
Q1 | $273K | Sell |
|
|||||
|
2022
Q4 | $281K | Buy |
|
|||||
|
2022
Q3 | $268K | Sell |
|
|||||
|
2022
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $289K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $250K | Buy |
|
|||||
|
2021
Q2 | $244K | Sell |
|
|||||
|
2021
Q1 | $252K | Sell |
|
|||||
|
2020
Q4 | $273K | Buy |
|
|||||
|
2020
Q3 | $238K | Hold |
|
|||||
|
2020
Q2 | $228K | Hold |
|
|||||
|
2020
Q1 | $238K | Hold |
|
|||||
|
2019
Q4 | $280K | Sell |
|
|||||
|
2019
Q3 | $284K | Buy |
|
|||||
|
2019
Q2 | $251K | Sell |
|
|||||
|
2019
Q1 | $255K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $208K | Buy |
|
|||||
|
2017
Q4 | $209K | Buy |
|
|||||
|
2017
Q3 | $211K | Sell |
|
|||||
|
2017
Q2 | $210K | Buy |
|
|||||
|
2017
Q1 | $217K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $203K | Sell |
|
|||||
|
2016
Q2 | $224K | Buy |
|
|||||
|
2016
Q1 | $208K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $265K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $351K | Buy |
|
|||||
|
2013
Q4 | $258K | Sell |
|
|||||
|
2013
Q3 | $345K | Hold |
|
|||||
|
2013
Q2 | $369K | Buy |
|