AWM
Accurate Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
19,186
+388
| +2% | +$36.2K | 0.27% | 94 |
|
|
2025
Q1 | $1.69M | Buy |
18,798
+1,133
| +6% | +$102K | 0.32% | 79 |
|
|
2024
Q4 | $1.44M | Buy |
17,665
+280
| +2% | +$22.8K | 0.28% | 87 |
|
|
2024
Q3 | $1.58M | Sell |
17,385
-228
| -1% | -$20.7K | 0.32% | 81 |
|
|
2024
Q2 | $1.41M | Buy |
17,613
+853
| +5% | +$68.3K | 0.34% | 78 |
|
|
2024
Q1 | $1.21M | Sell |
16,760
-125
| -0.7% | -$9.02K | 0.35% | 76 |
|
|
2023
Q4 | $1.19M | Buy |
16,885
+90
| +0.5% | +$6.35K | 0.37% | 72 |
|
|
2023
Q3 | $1.13M | Buy |
16,795
+4,525
| +37% | +$304K | 0.35% | 71 |
|
|
2023
Q2 | $876K | Buy |
12,270
+338
| +3% | +$24.1K | 0.27% | 83 |
|
|
2023
Q1 | $860K | Buy |
11,932
+605
| +5% | +$43.6K | 0.3% | 79 |
|
|
2022
Q4 | $805K | Buy |
11,327
+3,525
| +45% | +$251K | 0.3% | 71 |
|
|
2022
Q3 | $568K | Sell |
7,802
-2,352
| -23% | -$171K | 0.24% | 81 |
|
|
2022
Q2 | $725K | Buy |
10,154
+7
| +0.1% | +$500 | 0.39% | 56 |
|
|
2022
Q1 | $736K | Buy |
10,147
+792
| +8% | +$57.4K | 0.33% | 68 |
|
|
2021
Q4 | $626K | Sell |
9,355
-96
| -1% | -$6.42K | 0.51% | 53 |
|
|
2021
Q3 | $590K | Buy |
9,451
+1,367
| +17% | +$85.3K | 0.51% | 53 |
|
|
2021
Q2 | $489K | Buy |
+8,084
| New | +$489K | 0.43% | 58 |
|