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Acorn Wealth Advisors’s Southern Company SO Stock Holding History

Acorn Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
2025
Q1
$933K Buy
2024
Q4
$828K Buy
2024
Q3
$901K Sell
2024
Q2
$791K Sell
2024
Q1
$741K Buy
2023
Q4
$673K Buy
2023
Q3
$616K Buy
2023
Q2
$662K Buy
2023
Q1
$650K Buy
2022
Q4
$661K Buy
2022
Q3
$623K Buy
2022
Q2
$647K Sell
2022
Q1
$713K Buy
2021
Q4
$669K Buy
2021
Q3
$599K Buy
2021
Q2
$580K Buy
2020
Q2
– Sell
2020
Q1
$527K Buy
2019
Q4
$567K Buy
2019
Q3
$556K Buy
2019
Q2
$516K Buy
2019
Q1
$464K Buy
2018
Q4
$400K Buy
2018
Q3
$384K Buy
2018
Q2
$358K Buy
2018
Q1
$350K Buy
2017
Q4
$342K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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