AWM
Affinity Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
9,337
+63
| +0.7% | +$5.79K | 0.14% | 48 |
|
|
2025
Q1 | $853K | Sell |
9,274
-35
| -0.4% | -$3.22K | 0.16% | 46 |
|
|
2024
Q4 | $766K | Hold |
9,309
| – | – | 0.14% | 51 |
|
|
2024
Q3 | $839K | Buy |
9,309
+19
| +0.2% | +$1.71K | 0.15% | 47 |
|
|
2024
Q2 | $721K | Sell |
9,290
-143
| -2% | -$11.1K | 0.13% | 49 |
|
|
2024
Q1 | $677K | Hold |
9,433
| – | – | 0.13% | 52 |
|
|
2023
Q4 | $661K | Hold |
9,433
| – | – | 0.14% | 53 |
|
|
2023
Q3 | $611K | Buy |
9,433
+17
| +0.2% | +$1.1K | 0.14% | 56 |
|
|
2023
Q2 | $661K | Buy |
9,416
+4,129
| +78% | +$290K | 0.15% | 56 |
|
|
2023
Q1 | $368K | Hold |
5,287
| – | – | 0.09% | 74 |
|
|
2022
Q4 | $378K | Sell |
5,287
-200
| -4% | -$14.3K | 0.09% | 65 |
|
|
2022
Q3 | $373K | Hold |
5,487
| – | – | 0.09% | 62 |
|
|
2022
Q2 | $390K | Hold |
5,487
| – | – | 0.09% | 66 |
|
|
2022
Q1 | $416K | Hold |
5,487
| – | – | 0.08% | 64 |
|
|
2021
Q4 | $377K | Buy |
5,487
+18
| +0.3% | +$1.24K | 0.08% | 73 |
|
|
2021
Q3 | $338K | Buy |
5,469
+17
| +0.3% | +$1.05K | 0.07% | 81 |
|
|
2021
Q2 | $343K | Buy |
5,452
+17
| +0.3% | +$1.07K | 0.07% | 73 |
|
|
2021
Q1 | $357K | Hold |
5,435
| – | – | 0.07% | 67 |
|
|
2020
Q4 | $332K | Buy |
5,435
+1,900
| +54% | +$116K | 0.07% | 69 |
|
|
2020
Q3 | $206K | Buy |
+3,535
| New | +$206K | 0.06% | 76 |
|
|
2020
Q1 | – | Sell |
-3,435
| Closed | -$219K | – | 97 |
|
|
2019
Q4 | $219K | Hold |
3,435
| – | – | 0.08% | 95 |
|
|
2019
Q3 | $212K | Buy |
+3,435
| New | +$212K | 0.09% | 90 |
|
|
2019
Q1 | – | Sell |
-5,683
| Closed | -$250K | – | 110 |
|
|
2018
Q4 | $250K | Buy |
+5,683
| New | +$250K | 0.15% | 83 |
|
|
2017
Q3 | $230K | Buy |
4,681
+2
| +0% | +$98 | 0.14% | 61 |
|
|
2017
Q2 | $224K | Sell |
4,679
-406
| -8% | -$19.4K | 0.14% | 61 |
|
|
2017
Q1 | $253K | Buy |
5,085
+1,016
| +25% | +$50.6K | 0.14% | 52 |
|
|
2016
Q4 | $200K | Buy |
4,069
+3
| +0.1% | +$147 | 0.11% | 64 |
|
|
2016
Q3 | $209K | Buy |
4,066
+216
| +6% | +$11.1K | 0.14% | 57 |
|
|
2016
Q2 | $206K | Buy |
+3,850
| New | +$206K | 0.14% | 54 |
|