1IA
1620 Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
11,340
+95
| +0.8% | +$8.72K | 0.74% | 33 |
|
|
2025
Q1 | $1.03M | Sell |
11,245
-6
| -0.1% | -$552 | 0.79% | 26 |
|
|
2024
Q4 | $926K | Buy |
11,251
+158
| +1% | +$13K | 0.7% | 31 |
|
|
2024
Q3 | $1M | Sell |
11,093
-50
| -0.4% | -$4.51K | 0.72% | 32 |
|
|
2024
Q2 | $864K | Buy |
11,143
+10,543
| +1,757% | +$818K | 0.66% | 36 |
|
|
2024
Q1 | $792K | Sell |
600
-10,030
| -94% | -$13.2M | 0.8% | 35 |
|
|
2023
Q4 | $745K | Sell |
10,630
-7,227
| -40% | -$507K | 0.81% | 33 |
|
|
2023
Q3 | $91.1K | Buy |
17,857
+10,806
| +153% | +$55.1K | 0.1% | 137 |
|
|
2023
Q2 | $495K | Buy |
7,051
+88
| +1% | +$6.18K | 0.54% | 62 |
|
|
2023
Q1 | $484K | Buy |
6,963
+21
| +0.3% | +$1.46K | 0.58% | 56 |
|
|
2022
Q4 | $496K | Buy |
6,942
+517
| +8% | +$36.9K | 0.6% | 59 |
|
|
2022
Q3 | $437K | Buy |
6,425
+14
| +0.2% | +$952 | 0.64% | 54 |
|
|
2022
Q2 | $457K | Buy |
6,411
+450
| +8% | +$32.1K | 0.63% | 56 |
|
|
2022
Q1 | $409K | Hold |
5,961
| – | – | 0.45% | 79 |
|
|
2021
Q4 | $409K | Buy |
+5,961
| New | +$409K | 0.46% | 75 |
|