AWM
Aevitas Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $386K | Buy |
5,398
+17
| +0.3% | +$1.21K | 0.23% | 82 |
|
|
2022
Q3 | $366K | Buy |
5,381
+23
| +0.4% | +$1.56K | 0.28% | 82 |
|
|
2022
Q2 | $382K | Buy |
5,358
+25
| +0.5% | +$1.78K | 0.26% | 82 |
|
|
2022
Q1 | $387K | Sell |
5,333
-568
| -10% | -$41.2K | 0.24% | 85 |
|
|
2021
Q4 | $405K | Buy |
5,901
+28
| +0.5% | +$1.92K | 0.24% | 91 |
|
|
2021
Q3 | $364K | Sell |
5,873
-124
| -2% | -$7.69K | 0.23% | 96 |
|
|
2021
Q2 | $363K | Buy |
5,997
+27
| +0.5% | +$1.63K | 0.23% | 96 |
|
|
2021
Q1 | $371K | Buy |
5,970
+28
| +0.5% | +$1.74K | 0.26% | 87 |
|
|
2020
Q4 | $365K | Buy |
5,942
+876
| +17% | +$53.8K | 0.27% | 85 |
|
|
2020
Q3 | $275K | Sell |
5,066
-170
| -3% | -$9.23K | 0.23% | 87 |
|
|
2020
Q2 | $271K | Buy |
5,236
+27
| +0.5% | +$1.4K | 0.25% | 86 |
|
|
2020
Q1 | $282K | Buy |
5,209
+23
| +0.4% | +$1.25K | 0.32% | 80 |
|
|
2019
Q4 | $330K | Buy |
5,186
+224
| +5% | +$14.3K | 0.31% | 86 |
|
|
2019
Q3 | $307K | Sell |
4,962
-526
| -10% | -$32.5K | 0.31% | 86 |
|
|
2019
Q2 | $303K | Sell |
5,488
-474
| -8% | -$26.2K | 0.3% | 88 |
|
|
2019
Q1 | $308K | Buy |
5,962
+25
| +0.4% | +$1.29K | 0.27% | 85 |
|
|
2018
Q4 | $261K | Buy |
5,937
+27
| +0.5% | +$1.19K | 0.27% | 86 |
|
|
2018
Q3 | $258K | Sell |
5,910
-371
| -6% | -$16.2K | 0.23% | 95 |
|
|
2018
Q2 | $291K | Buy |
6,281
+27
| +0.4% | +$1.25K | 0.28% | 81 |
|
|
2018
Q1 | $279K | Buy |
6,254
+27
| +0.4% | +$1.21K | 0.28% | 86 |
|
|
2017
Q4 | $299K | Buy |
+6,227
| New | +$299K | 0.28% | 83 |
|