AO
Advisor OS’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
17,873
+1,651
| +10% | +$152K | 0.16% | 94 |
|
|
2025
Q1 | $1.49M | Buy |
16,222
+243
| +2% | +$22.3K | 0.17% | 85 |
|
|
2024
Q4 | $1.32M | Sell |
15,979
-245
| -2% | -$20.2K | 0.15% | 102 |
|
|
2024
Q3 | $1.46M | Buy |
16,224
+1,792
| +12% | +$162K | 0.15% | 113 |
|
|
2024
Q2 | $1.12M | Buy |
14,432
+2,364
| +20% | +$183K | 0.12% | 146 |
|
|
2024
Q1 | $866K | Buy |
12,068
+3,829
| +46% | +$275K | 0.1% | 182 |
|
|
2023
Q4 | $578K | Buy |
8,239
+2,078
| +34% | +$146K | 0.08% | 201 |
|
|
2023
Q3 | $399K | Sell |
6,161
-7,504
| -55% | -$486K | 0.06% | 200 |
|
|
2023
Q2 | $960K | Sell |
13,665
-6,642
| -33% | -$467K | 0.16% | 132 |
|
|
2023
Q1 | $1.41M | Sell |
20,307
-499
| -2% | -$34.7K | 0.34% | 73 |
|
|
2022
Q4 | $1.49M | Buy |
20,806
+4,752
| +30% | +$339K | 0.39% | 60 |
|
|
2022
Q3 | $1.09M | Buy |
16,054
+821
| +5% | +$55.9K | 0.33% | 66 |
|
|
2022
Q2 | $1.09M | Buy |
15,233
+4,350
| +40% | +$310K | 0.32% | 69 |
|
|
2022
Q1 | $790K | Buy |
10,883
+3,325
| +44% | +$241K | 0.23% | 104 |
|
|
2021
Q4 | $519K | Buy |
7,558
+886
| +13% | +$60.8K | 0.11% | 162 |
|
|
2021
Q3 | $413K | Buy |
6,672
+909
| +16% | +$56.3K | 0.09% | 170 |
|
|
2021
Q2 | $349K | Buy |
+5,763
| New | +$349K | 0.07% | 176 |
|
|
2020
Q4 | – | Sell |
-4,103
| Closed | -$222K | – | 154 |
|
|
2020
Q3 | $222K | Sell |
4,103
-4,976
| -55% | -$269K | 0.09% | 98 |
|
|
2020
Q2 | $471K | Buy |
+9,079
| New | +$471K | 0.28% | 74 |
|