Acima Private Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
1,500
| – | – | 0.05% | 126 |
|
|
2025
Q1 | $138K | Hold |
1,500
| – | – | 0.05% | 126 |
|
|
2024
Q4 | $123K | Hold |
1,500
| – | – | 0.04% | 133 |
|
|
2024
Q3 | $135K | Hold |
1,500
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $116K | Hold |
1,500
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $108K | Hold |
1,500
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $105K | Hold |
1,500
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $97.1K | Hold |
1,500
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $105K | Sell |
1,500
-79
| -5% | -$5.55K | 0.05% | 147 |
|
|
2023
Q1 | $110K | Buy |
1,579
+79
| +5% | +$5.5K | 0.05% | 145 |
|
|
2022
Q4 | $107K | Hold |
1,500
| – | – | 0.05% | 137 |
|
|
2022
Q3 | $102K | Hold |
1,500
| – | – | 0.05% | 136 |
|
|
2022
Q2 | $107K | Hold |
1,500
| – | – | 0.05% | 139 |
|
|
2022
Q1 | $109K | Hold |
1,500
| – | – | 0.05% | 145 |
|
|
2021
Q4 | $103K | Hold |
1,500
| – | – | 0.04% | 150 |
|
|
2021
Q3 | $93K | Hold |
1,500
| – | – | 0.04% | 145 |
|
|
2021
Q2 | $91K | Hold |
1,500
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $93K | Hold |
1,500
| – | – | 0.05% | 145 |
|
|
2020
Q4 | $92K | Hold |
1,500
| – | – | 0.05% | 141 |
|
|
2020
Q3 | $81K | Hold |
1,500
| – | – | 0.05% | 142 |
|
|
2020
Q2 | $78K | Hold |
1,500
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $81K | Hold |
1,500
| – | – | 0.06% | 148 |
|
|
2019
Q4 | $96K | Hold |
1,500
| – | – | 0.07% | 163 |
|
|
2019
Q3 | $92K | Hold |
1,500
| – | – | 0.07% | 164 |
|
|
2019
Q2 | $83K | Hold |
1,500
| – | – | 0.07% | 157 |
|
|
2019
Q1 | $78K | Hold |
1,500
| – | – | 0.07% | 158 |
|
|
2018
Q4 | $66K | Buy |
+1,500
| New | +$66K | 0.06% | 161 |
|