Wolff Wiese Magana’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 | $20.9K | Hold |
227
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $20.9K | Sell |
227
-17
| -7% | -$1.56K | 0.01% | 282 |
|
|
2024
Q4 | $20.1K | Hold |
244
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $22K | Hold |
244
| – | – | 0.02% | 287 |
|
|
2024
Q2 | $18.9K | Hold |
244
| – | – | 0.02% | 239 |
|
|
2024
Q1 | $17.5K | Buy |
244
+6
| +3% | +$430 | 0.02% | 232 |
|
|
2023
Q4 | $16.7K | Hold |
238
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $15.4K | Buy |
238
+1
| +0.4% | +$65 | 0.01% | 297 |
|
|
2023
Q2 | $16.7K | Hold |
237
| – | – | 0.01% | 296 |
|
|
2023
Q1 | $16.5K | Hold |
237
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $16.9K | Buy |
237
+5
| +2% | +$357 | 0.01% | 278 |
|
|
2022
Q3 | $16K | Buy |
232
+15
| +7% | +$1.03K | 0.01% | 426 |
|
|
2022
Q2 | $15K | Hold |
217
| – | – | 0.01% | 463 |
|
|
2022
Q1 | $16K | Buy |
217
+200
| +1,176% | +$14.7K | 0.01% | 471 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 777 |
|
|
2021
Q3 | $1K | Sell |
17
-27
| -61% | -$1.59K | ﹤0.01% | 782 |
|
|
2021
Q2 | $3K | Buy |
44
+27
| +159% | +$1.84K | ﹤0.01% | 683 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 712 |
|
|
2020
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 663 |
|