AA
Addison Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.3K | Buy |
820
+52
| +7% | +$4.78K | 0.02% | 345 |
|
|
2025
Q1 | $70.6K | Sell |
768
-13
| -2% | -$1.2K | 0.02% | 346 |
|
|
2024
Q4 | $64.3K | Sell |
781
-45
| -5% | -$3.7K | 0.02% | 346 |
|
|
2024
Q3 | $74.5K | Sell |
826
-34
| -4% | -$3.07K | 0.02% | 339 |
|
|
2024
Q2 | $66.7K | Sell |
860
-227
| -21% | -$17.6K | 0.02% | 332 |
|
|
2024
Q1 | $78K | Sell |
1,087
-910
| -46% | -$65.3K | 0.03% | 312 |
|
|
2023
Q4 | $140K | Buy |
1,997
+875
| +78% | +$61.4K | 0.05% | 229 |
|
|
2023
Q3 | $72.6K | Sell |
1,122
-20
| -2% | -$1.29K | 0.03% | 283 |
|
|
2023
Q2 | $80.2K | Sell |
1,142
-95
| -8% | -$6.67K | 0.04% | 266 |
|
|
2023
Q1 | $86.1K | Buy |
1,237
+188
| +18% | +$13.1K | 0.05% | 242 |
|
|
2022
Q4 | $74.9K | Sell |
1,049
-400
| -28% | -$28.6K | 0.04% | 250 |
|
|
2022
Q3 | $99K | Sell |
1,449
-123
| -8% | -$8.4K | 0.06% | 188 |
|
|
2022
Q2 | $112K | Sell |
1,572
-165
| -9% | -$11.8K | 0.07% | 175 |
|
|
2022
Q1 | $126K | Buy |
1,737
+444
| +34% | +$32.2K | 0.07% | 190 |
|
|
2021
Q4 | $89K | Buy |
1,293
+1,160
| +872% | +$79.8K | 0.06% | 189 |
|
|
2021
Q3 | $8K | Hold |
133
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $8K | Buy |
+133
| New | +$8K | 0.01% | 319 |
|
|
2020
Q4 | $8K | Buy |
+133
| New | +$8K | 0.01% | 305 |
|