WAM
Worth Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
3,228
+100
| +3% | +$9.18K | 0.15% | 104 |
|
|
2025
Q1 | $288K | Buy |
3,128
+319
| +11% | +$29.3K | 0.16% | 105 |
|
|
2024
Q4 | $231K | Hold |
2,809
| – | – | 0.12% | 120 |
|
|
2024
Q3 | $253K | Sell |
2,809
-563
| -17% | -$50.8K | 0.14% | 111 |
|
|
2024
Q2 | $262K | Hold |
3,372
| – | – | 0.16% | 102 |
|
|
2024
Q1 | $242K | Sell |
3,372
-178
| -5% | -$12.8K | 0.15% | 96 |
|
|
2023
Q4 | $249K | Buy |
+3,550
| New | +$249K | 0.18% | 89 |
|
|
2023
Q3 | – | Sell |
-641
| Closed | -$45K | – | 379 |
|
|
2023
Q2 | $45K | Buy |
641
+78
| +14% | +$5.48K | 0.03% | 192 |
|
|
2023
Q1 | $39.2K | Sell |
563
-36
| -6% | -$2.51K | 0.03% | 200 |
|
|
2022
Q4 | $42.8K | Sell |
599
-137
| -19% | -$9.78K | 0.03% | 198 |
|
|
2022
Q3 | $50K | Buy |
736
+700
| +1,944% | +$47.6K | 0.04% | 144 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 451 |
|