AWA
Acorn Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
10,204
+61
| +0.6% | +$5.6K | 0.35% | 67 |
|
|
2025
Q1 | $933K | Buy |
10,143
+85
| +0.8% | +$7.82K | 0.39% | 59 |
|
|
2024
Q4 | $828K | Buy |
10,058
+64
| +0.6% | +$5.27K | 0.34% | 63 |
|
|
2024
Q3 | $901K | Sell |
9,994
-209
| -2% | -$18.8K | 0.39% | 50 |
|
|
2024
Q2 | $791K | Sell |
10,203
-126
| -1% | -$9.77K | 0.39% | 57 |
|
|
2024
Q1 | $741K | Buy |
10,329
+732
| +8% | +$52.5K | 0.39% | 59 |
|
|
2023
Q4 | $673K | Buy |
9,597
+76
| +0.8% | +$5.33K | 0.4% | 58 |
|
|
2023
Q3 | $616K | Buy |
9,521
+95
| +1% | +$6.15K | 0.41% | 54 |
|
|
2023
Q2 | $662K | Buy |
9,426
+83
| +0.9% | +$5.83K | 0.45% | 52 |
|
|
2023
Q1 | $650K | Buy |
9,343
+85
| +0.9% | +$5.91K | 0.48% | 46 |
|
|
2022
Q4 | $661K | Buy |
9,258
+97
| +1% | +$6.93K | 0.51% | 43 |
|
|
2022
Q3 | $623K | Buy |
9,161
+83
| +0.9% | +$5.64K | 0.51% | 45 |
|
|
2022
Q2 | $647K | Sell |
9,078
-755
| -8% | -$53.8K | 0.51% | 42 |
|
|
2022
Q1 | $713K | Buy |
9,833
+84
| +0.9% | +$6.09K | 0.49% | 44 |
|
|
2021
Q4 | $669K | Buy |
9,749
+83
| +0.9% | +$5.7K | 0.42% | 54 |
|
|
2021
Q3 | $599K | Buy |
9,666
+84
| +0.9% | +$5.21K | 0.42% | 56 |
|
|
2021
Q2 | $580K | Buy |
+9,582
| New | +$580K | 0.4% | 57 |
|
|
2020
Q2 | – | Sell |
-9,633
| Closed | -$527K | – | 122 |
|
|
2020
Q1 | $527K | Buy |
9,633
+577
| +6% | +$31.6K | 0.59% | 40 |
|
|
2019
Q4 | $567K | Buy |
9,056
+79
| +0.9% | +$4.95K | 0.48% | 43 |
|
|
2019
Q3 | $556K | Buy |
8,977
+82
| +0.9% | +$5.08K | 0.48% | 43 |
|
|
2019
Q2 | $516K | Buy |
8,895
+82
| +0.9% | +$4.76K | 0.47% | 44 |
|
|
2019
Q1 | $464K | Buy |
8,813
+86
| +1% | +$4.53K | 0.42% | 48 |
|
|
2018
Q4 | $400K | Buy |
8,727
+92
| +1% | +$4.22K | 0.41% | 53 |
|
|
2018
Q3 | $384K | Buy |
8,635
+991
| +13% | +$44.1K | 0.38% | 58 |
|
|
2018
Q2 | $358K | Buy |
7,644
+93
| +1% | +$4.36K | 0.3% | 57 |
|
|
2018
Q1 | $350K | Buy |
7,551
+277
| +4% | +$12.8K | 0.3% | 57 |
|
|
2017
Q4 | $342K | Buy |
+7,274
| New | +$342K | 0.31% | 58 |
|