WR Wealth Planners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $209K | Buy |
2,542
+64
| +3% | +$5.27K | 0.07% | 152 |
|
|
2024
Q3 | $223K | Buy |
2,478
+95
| +4% | +$8.57K | 0.06% | 166 |
|
|
2024
Q2 | $185K | Sell |
2,383
-63
| -3% | -$4.89K | 0.06% | 178 |
|
|
2024
Q1 | $175K | Buy |
+2,446
| New | +$175K | 0.05% | 189 |
|
|
2023
Q4 | – | Sell |
-2,271
| Closed | -$147K | – | 755 |
|
|
2023
Q3 | $147K | Sell |
2,271
-205
| -8% | -$13.3K | 0.06% | 199 |
|
|
2023
Q2 | $174K | Sell |
2,476
-113
| -4% | -$7.94K | 0.07% | 182 |
|
|
2023
Q1 | $180K | Buy |
2,589
+2,519
| +3,599% | +$175K | 0.08% | 167 |
|
|
2022
Q4 | $5K | Sell |
70
-130
| -65% | -$9.28K | ﹤0.01% | 325 |
|
|
2022
Q3 | $13.6K | Hold |
200
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $14.3K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $14.5K | Buy |
+200
| New | +$14.5K | 0.01% | 261 |
|