Acorn Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $901K | Sell |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $673K | Buy |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $669K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $580K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $567K | Buy |
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|
2019
Q3 | $556K | Buy |
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|
2019
Q2 | $516K | Buy |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $400K | Buy |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $358K | Buy |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $342K | Buy |
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