AWA
Adapt Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
19,665
+1,230
| +7% | +$113K | 0.81% | 23 |
|
|
2025
Q1 | $1.7M | Buy |
18,435
+4
| +0% | +$368 | 0.83% | 23 |
|
|
2024
Q4 | $1.52M | Buy |
18,431
+4
| +0% | +$329 | 0.75% | 28 |
|
|
2024
Q3 | $1.66M | Buy |
18,427
+9,971
| +118% | +$899K | 0.89% | 26 |
|
|
2024
Q2 | $656K | Buy |
8,456
+4,994
| +144% | +$387K | 0.41% | 38 |
|
|
2024
Q1 | $248K | Buy |
+3,462
| New | +$248K | 0.18% | 46 |
|