WCAMG
Woodard & Company Asset Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
3,670
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $337K | Hold |
3,670
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $302K | Hold |
3,670
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $331K | Hold |
3,670
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $285K | Hold |
3,670
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $263K | Hold |
3,670
| – | – | 0.07% | 73 |
|
|
2023
Q4 | $257K | Hold |
3,670
| – | – | 0.08% | 71 |
|
|
2023
Q3 | $238K | Hold |
3,670
| – | – | 0.08% | 66 |
|
|
2023
Q2 | $258K | Sell |
3,670
-400
| -10% | -$28.1K | 0.09% | 70 |
|
|
2023
Q1 | $283K | Buy |
4,070
+400
| +11% | +$27.8K | 0.1% | 67 |
|
|
2022
Q4 | $262K | Hold |
3,670
| – | – | 0.09% | 68 |
|
|
2022
Q3 | $250K | Sell |
3,670
-400
| -10% | -$27.2K | 0.12% | 66 |
|
|
2022
Q2 | $290K | Sell |
4,070
-400
| -9% | -$28.5K | 0.12% | 62 |
|
|
2022
Q1 | $324K | Sell |
4,470
-1,200
| -21% | -$87K | 0.14% | 68 |
|
|
2021
Q4 | $389K | Hold |
5,670
| – | – | 0.18% | 59 |
|
|
2021
Q3 | $351K | Sell |
5,670
-100
| -2% | -$6.19K | 0.22% | 60 |
|
|
2021
Q2 | $349K | Sell |
5,770
-200
| -3% | -$12.1K | 0.21% | 63 |
|
|
2021
Q1 | $371K | Hold |
5,970
| – | – | 0.24% | 59 |
|
|
2020
Q4 | $367K | Sell |
5,970
-100
| -2% | -$6.15K | 0.23% | 51 |
|
|
2020
Q3 | $329K | Sell |
6,070
-1,082
| -15% | -$58.6K | 0.22% | 47 |
|
|
2020
Q2 | $371K | Sell |
7,152
-129
| -2% | -$6.69K | 0.25% | 47 |
|
|
2020
Q1 | $394K | Buy |
7,281
+2,740
| +60% | +$148K | 0.28% | 43 |
|
|
2019
Q4 | $289K | Sell |
4,541
-3,779
| -45% | -$241K | 0.17% | 54 |
|
|
2019
Q3 | $514K | Buy |
+8,320
| New | +$514K | 0.33% | 42 |
|
|
2018
Q4 | – | Sell |
-7,310
| Closed | -$319K | – | 199 |
|
|
2018
Q3 | $319K | Buy |
7,310
+200
| +3% | +$8.73K | 0.29% | 41 |
|
|
2018
Q2 | $329K | Buy |
7,110
+100
| +1% | +$4.63K | 0.32% | 38 |
|
|
2018
Q1 | $313K | Buy |
7,010
+600
| +9% | +$26.8K | 0.31% | 37 |
|
|
2017
Q4 | $308K | Buy |
+6,410
| New | +$308K | 0.27% | 40 |
|