XWM
Xcel Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
9,246
+434
| +5% | +$39.9K | 0.24% | 72 |
|
|
2025
Q1 | $810K | Buy |
8,812
+36
| +0.4% | +$3.31K | 0.25% | 72 |
|
|
2024
Q4 | $722K | Buy |
8,776
+147
| +2% | +$12.1K | 0.2% | 73 |
|
|
2024
Q3 | $778K | Sell |
8,629
-849
| -9% | -$76.6K | 0.23% | 68 |
|
|
2024
Q2 | $735K | Buy |
9,478
+297
| +3% | +$23K | 0.23% | 68 |
|
|
2024
Q1 | $659K | Buy |
9,181
+2,113
| +30% | +$152K | 0.21% | 70 |
|
|
2023
Q4 | $496K | Buy |
7,068
+85
| +1% | +$5.96K | 0.17% | 79 |
|
|
2023
Q3 | $452K | Sell |
6,983
-352
| -5% | -$22.8K | 0.18% | 80 |
|
|
2023
Q2 | $515K | Buy |
7,335
+433
| +6% | +$30.4K | 0.16% | 87 |
|
|
2023
Q1 | $480K | Buy |
6,902
+625
| +10% | +$43.5K | 0.17% | 87 |
|
|
2022
Q4 | $448K | Buy |
6,277
+350
| +6% | +$25K | 0.18% | 85 |
|
|
2022
Q3 | $403K | Sell |
5,927
-175
| -3% | -$11.9K | 0.15% | 88 |
|
|
2022
Q2 | $435K | Buy |
6,102
+178
| +3% | +$12.7K | 0.16% | 83 |
|
|
2022
Q1 | $430K | Buy |
5,924
+150
| +3% | +$10.9K | 0.12% | 103 |
|
|
2021
Q4 | $396K | Buy |
5,774
+253
| +5% | +$17.4K | 0.1% | 116 |
|
|
2021
Q3 | $342K | Buy |
5,521
+491
| +10% | +$30.4K | 0.1% | 112 |
|
|
2021
Q2 | $304K | Buy |
5,030
+34
| +0.7% | +$2.06K | 0.09% | 121 |
|
|
2021
Q1 | $311K | Buy |
4,996
+484
| +11% | +$30.1K | 0.11% | 108 |
|
|
2020
Q4 | $277K | Buy |
4,512
+13
| +0.3% | +$798 | 0.12% | 105 |
|
|
2020
Q3 | $243K | Buy |
4,499
+548
| +14% | +$29.6K | 0.12% | 98 |
|
|
2020
Q2 | $204K | Buy |
3,951
+71
| +2% | +$3.67K | 0.13% | 96 |
|
|
2020
Q1 | $210K | Sell |
3,880
-570
| -13% | -$30.9K | 0.19% | 75 |
|
|
2019
Q4 | $283K | Buy |
4,450
+11
| +0.2% | +$700 | 0.24% | 61 |
|
|
2019
Q3 | $274K | Sell |
4,439
-2,989
| -40% | -$184K | 0.25% | 60 |
|
|
2019
Q2 | $410K | Buy |
7,428
+11
| +0.1% | +$607 | 0.4% | 53 |
|
|
2019
Q1 | $383K | Sell |
7,417
-2,900
| -28% | -$150K | 0.39% | 53 |
|
|
2018
Q4 | $453K | Buy |
+10,317
| New | +$453K | 0.55% | 39 |
|