Accel Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
2,347
+40
| +2% | +$3.67K | 0.07% | 239 |
|
|
2025
Q1 | $212K | Buy |
+2,307
| New | +$212K | 0.08% | 226 |
|
|
2024
Q4 | – | Sell |
-2,266
| Closed | -$204K | – | 265 |
|
|
2024
Q3 | $204K | Buy |
+2,266
| New | +$204K | 0.08% | 236 |
|
|
2023
Q2 | – | Sell |
-1,381
| Closed | -$96.1K | – | 751 |
|
|
2023
Q1 | $96.1K | Buy |
1,381
+3
| +0.2% | +$209 | 0.04% | 344 |
|
|
2022
Q4 | $98.4K | Sell |
1,378
-96
| -7% | -$6.85K | 0.05% | 241 |
|
|
2022
Q3 | $104K | Buy |
1,474
+3
| +0.2% | +$212 | 0.06% | 240 |
|
|
2022
Q2 | $106K | Buy |
1,471
+3
| +0.2% | +$216 | 0.06% | 227 |
|
|
2022
Q1 | $109K | Buy |
1,468
+3
| +0.2% | +$223 | 0.06% | 246 |
|
|
2021
Q4 | $100K | Buy |
1,465
+64
| +5% | +$4.37K | 0.05% | 258 |
|
|
2021
Q3 | $87K | Sell |
1,401
-256
| -15% | -$15.9K | 0.06% | 244 |
|
|
2021
Q2 | $100K | Buy |
1,657
+6
| +0.4% | +$362 | 0.07% | 234 |
|
|
2021
Q1 | $103K | Buy |
1,651
+66
| +4% | +$4.12K | 0.08% | 212 |
|
|
2020
Q4 | $97K | Buy |
+1,585
| New | +$97K | 0.09% | 208 |
|