AWM
Activest Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3K | Sell |
308
-4
| -1% | -$367 | 0.01% | 270 |
|
|
2025
Q1 | $28.7K | Buy |
312
+93
| +42% | +$8.55K | 0.01% | 244 |
|
|
2024
Q4 | $18K | Sell |
219
-381
| -64% | -$31.4K | 0.01% | 259 |
|
|
2024
Q3 | $54.1K | Buy |
+600
| New | +$54.1K | 0.02% | 166 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 670 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$21K | – | 445 |
|
|
2023
Q4 | $21K | Buy |
+300
| New | +$21K | 0.01% | 141 |
|