ARC
Advisor Resource Council’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,744
| Closed | -$800K | – | 504 |
|
|
2025
Q1 | $800K | Buy |
+8,744
| New | +$800K | 0.06% | 288 |
|
|
2024
Q1 | – | Sell |
-9,780
| Closed | -$686K | – | 469 |
|
|
2023
Q4 | $686K | Buy |
+9,780
| New | +$686K | 0.08% | 233 |
|
|
2023
Q2 | – | Sell |
-4,388
| Closed | -$315K | – | 240 |
|
|
2023
Q1 | $315K | Buy |
+4,388
| New | +$315K | 0.08% | 197 |
|
|
2022
Q3 | – | Sell |
-8,986
| Closed | -$641K | – | 434 |
|
|
2022
Q2 | $641K | Buy |
+8,986
| New | +$641K | 0.06% | 252 |
|
|
2022
Q1 | – | Sell |
-10,624
| Closed | -$729K | – | 479 |
|
|
2021
Q4 | $729K | Buy |
+10,624
| New | +$729K | 0.06% | 275 |
|
|
2021
Q3 | – | Sell |
-8,221
| Closed | -$497K | – | 439 |
|
|
2021
Q2 | $497K | Buy |
+8,221
| New | +$497K | 0.05% | 304 |
|