AWA
Aaron Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
6,200
-118
| -2% | -$10.8K | 0.06% | 211 |
|
|
2025
Q1 | $581K | Buy |
6,318
+346
| +6% | +$31.8K | 0.07% | 188 |
|
|
2024
Q4 | $492K | Buy |
5,972
+572
| +11% | +$47.1K | 0.06% | 204 |
|
|
2024
Q3 | $487K | Buy |
5,400
+799
| +17% | +$72.1K | 0.06% | 194 |
|
|
2024
Q2 | $357K | Buy |
4,601
+1,276
| +38% | +$99K | 0.05% | 210 |
|
|
2024
Q1 | $239K | Buy |
3,325
+230
| +7% | +$16.5K | 0.03% | 259 |
|
|
2023
Q4 | $217K | Buy |
+3,095
| New | +$217K | 0.04% | 234 |
|
|
2022
Q2 | – | Sell |
-22,768
| Closed | -$314K | – | 742 |
|
|
2022
Q1 | $314K | Buy |
+22,768
| New | +$314K | ﹤0.01% | 649 |
|