WHC
Wulff, Hansen & Co’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $808K | Hold |
8,798
| – | – | 0.69% | 49 |
|
2025
Q1 | $809K | Buy |
8,798
+1,450
| +20% | +$133K | 0.74% | 42 |
|
2024
Q4 | $605K | Sell |
7,348
-15
| -0.2% | -$1.24K | 0.57% | 49 |
|
2024
Q3 | $664K | Hold |
7,363
| – | – | 0.6% | 50 |
|
2024
Q2 | $571K | Hold |
7,363
| – | – | 0.56% | 51 |
|
2024
Q1 | $528K | Hold |
7,363
| – | – | 0.53% | 53 |
|
2023
Q4 | $516K | Hold |
7,363
| – | – | 0.57% | 48 |
|
2023
Q3 | $477K | Hold |
7,363
| – | – | 0.56% | 51 |
|
2023
Q2 | $517K | Hold |
7,363
| – | – | 0.58% | 50 |
|
2023
Q1 | $512K | Hold |
7,363
| – | – | 0.58% | 52 |
|
2022
Q4 | $526K | Hold |
7,363
| – | – | 0.64% | 46 |
|
2022
Q3 | $501K | Hold |
7,363
| – | – | 0.63% | 51 |
|
2022
Q2 | $825K | Hold |
7,363
| – | – | 0.93% | 37 |
|
2022
Q1 | $534K | Hold |
7,363
| – | – | 0.51% | 54 |
|
2021
Q4 | $505K | Buy |
+7,363
| New | +$505K | 0.44% | 62 |
|