WP
WMS Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,559
| Closed | -$211K | – | 228 |
|
|
2024
Q4 | $211K | Buy |
2,559
+27
| +1% | +$2.22K | 0.01% | 281 |
|
|
2024
Q3 | $228K | Sell |
2,532
-808
| -24% | -$72.9K | 0.01% | 262 |
|
|
2024
Q2 | $259K | Buy |
3,340
+186
| +6% | +$14.4K | 0.02% | 222 |
|
|
2024
Q1 | $226K | Sell |
3,154
-729
| -19% | -$52.3K | 0.02% | 246 |
|
|
2023
Q4 | $272K | Buy |
3,883
+149
| +4% | +$10.4K | 0.02% | 219 |
|
|
2023
Q3 | $242K | Sell |
3,734
-6
| -0.2% | -$388 | 0.02% | 231 |
|
|
2023
Q2 | $263K | Sell |
3,740
-183
| -5% | -$12.9K | 0.02% | 237 |
|
|
2023
Q1 | $273K | Sell |
3,923
-15
| -0.4% | -$1.04K | 0.02% | 217 |
|
|
2022
Q4 | $281K | Buy |
3,938
+1
| +0% | +$71 | 0.03% | 211 |
|
|
2022
Q3 | $268K | Sell |
3,937
-52
| -1% | -$3.54K | 0.04% | 197 |
|
|
2022
Q2 | $284K | Buy |
3,989
+2
| +0.1% | +$142 | 0.04% | 188 |
|
|
2022
Q1 | $289K | Buy |
+3,987
| New | +$289K | 0.04% | 189 |
|
|
2021
Q4 | – | Sell |
-4,040
| Closed | -$250K | – | 247 |
|
|
2021
Q3 | $250K | Buy |
4,040
+1
| +0% | +$62 | 0.04% | 233 |
|
|
2021
Q2 | $244K | Sell |
4,039
-20
| -0.5% | -$1.21K | 0.04% | 227 |
|
|
2021
Q1 | $252K | Sell |
4,059
-378
| -9% | -$23.5K | 0.06% | 191 |
|
|
2020
Q4 | $273K | Buy |
4,437
+47
| +1% | +$2.89K | 0.05% | 190 |
|
|
2020
Q3 | $238K | Hold |
4,390
| – | – | 0.05% | 196 |
|
|
2020
Q2 | $228K | Hold |
4,390
| – | – | 0.05% | 190 |
|
|
2020
Q1 | $238K | Hold |
4,390
| – | – | 0.07% | 160 |
|
|
2019
Q4 | $280K | Sell |
4,390
-203
| -4% | -$12.9K | 0.06% | 182 |
|
|
2019
Q3 | $284K | Buy |
4,593
+56
| +1% | +$3.46K | 0.07% | 176 |
|
|
2019
Q2 | $251K | Sell |
4,537
-400
| -8% | -$22.1K | 0.06% | 182 |
|
|
2019
Q1 | $255K | Buy |
+4,937
| New | +$255K | 0.06% | 164 |
|
|
2018
Q2 | – | Sell |
-4,663
| Closed | -$208K | – | 225 |
|
|
2018
Q1 | $208K | Buy |
4,663
+313
| +7% | +$14K | 0.02% | 207 |
|
|
2017
Q4 | $209K | Buy |
4,350
+50
| +1% | +$2.4K | 0.02% | 221 |
|
|
2017
Q3 | $211K | Sell |
4,300
-87
| -2% | -$4.27K | 0.03% | 197 |
|
|
2017
Q2 | $210K | Buy |
4,387
+25
| +0.6% | +$1.2K | 0.03% | 199 |
|
|
2017
Q1 | $217K | Buy |
+4,362
| New | +$217K | 0.03% | 188 |
|
|
2016
Q4 | – | Sell |
-3,962
| Closed | -$203K | – | 192 |
|
|
2016
Q3 | $203K | Sell |
3,962
-207
| -5% | -$10.6K | 0.03% | 183 |
|
|
2016
Q2 | $224K | Buy |
4,169
+149
| +4% | +$8.01K | 0.03% | 189 |
|
|
2016
Q1 | $208K | Buy |
+4,020
| New | +$208K | 0.03% | 186 |
|
|
2015
Q1 | – | Sell |
-5,391
| Closed | -$265K | – | 288 |
|
|
2014
Q4 | $265K | Buy |
+5,391
| New | +$265K | 0.04% | 176 |
|
|
2014
Q2 | – | Sell |
-7,988
| Closed | -$351K | – | 246 |
|
|
2014
Q1 | $351K | Buy |
7,988
+1,704
| +27% | +$74.9K | 0.06% | 171 |
|
|
2013
Q4 | $258K | Sell |
6,284
-2,083
| -25% | -$85.5K | 0.04% | 195 |
|
|
2013
Q3 | $345K | Hold |
8,367
| – | – | 0.07% | 138 |
|
|
2013
Q2 | $369K | Buy |
+8,367
| New | +$369K | 0.07% | 140 |
|