ATFA
All Terrain Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
50,129
+11
| +0% | +$1.01K | 1.32% | 12 |
|
|
2025
Q1 | $4.61M | Buy |
50,118
+682
| +1% | +$62.7K | 1.45% | 11 |
|
|
2024
Q4 | $4.07M | Buy |
49,436
+942
| +2% | +$77.5K | 1.33% | 15 |
|
|
2024
Q3 | $4.37M | Sell |
48,494
-1,004
| -2% | -$90.5K | 1.6% | 14 |
|
|
2024
Q2 | $3.84M | Buy |
49,498
+374
| +0.8% | +$29K | 1.52% | 16 |
|
|
2024
Q1 | $3.52M | Sell |
49,124
-48
| -0.1% | -$3.44K | 1.39% | 16 |
|
|
2023
Q4 | $3.45M | Buy |
49,172
+90
| +0.2% | +$6.31K | 1.3% | 16 |
|
|
2023
Q3 | $3.18M | Buy |
49,082
+774
| +2% | +$50.1K | 1.33% | 17 |
|
|
2023
Q2 | $3.39M | Buy |
48,308
+1,184
| +3% | +$83.2K | 1.29% | 18 |
|
|
2023
Q1 | $3.28M | Buy |
47,124
+1,452
| +3% | +$101K | 1.35% | 17 |
|
|
2022
Q4 | $3.26M | Buy |
45,672
+985
| +2% | +$70.3K | 1.44% | 18 |
|
|
2022
Q3 | $3.04M | Buy |
44,687
+214
| +0.5% | +$14.6K | 1.31% | 20 |
|
|
2022
Q2 | $3.17M | Sell |
44,473
-1,820
| -4% | -$130K | 1.35% | 20 |
|
|
2022
Q1 | $3.36M | Sell |
46,293
-676
| -1% | -$49K | 1.36% | 20 |
|
|
2021
Q4 | $3.22M | Buy |
46,969
+455
| +1% | +$31.2K | 1.31% | 22 |
|
|
2021
Q3 | $2.88M | Buy |
46,514
+131
| +0.3% | +$8.12K | 1.26% | 24 |
|
|
2021
Q2 | $2.81M | Buy |
46,383
+5,876
| +15% | +$356K | 1.28% | 24 |
|
|
2021
Q1 | $2.52M | Buy |
40,507
+328
| +0.8% | +$20.4K | 1.15% | 24 |
|
|
2020
Q4 | $2.47M | Buy |
40,179
+1,701
| +4% | +$104K | 0.96% | 23 |
|
|
2020
Q3 | $2.09M | Sell |
38,478
-392
| -1% | -$21.3K | 0.71% | 24 |
|
|
2020
Q2 | $2.02M | Sell |
38,870
-1,638
| -4% | -$84.9K | 0.83% | 24 |
|
|
2020
Q1 | $2.19M | Sell |
40,508
-1,451
| -3% | -$78.6K | 0.89% | 26 |
|
|
2019
Q4 | $2.67M | Sell |
41,959
-2,159
| -5% | -$138K | 0.87% | 25 |
|
|
2019
Q3 | $2.73M | Sell |
44,118
-788
| -2% | -$48.7K | 0.91% | 25 |
|
|
2019
Q2 | $2.48M | Sell |
44,906
-88
| -0.2% | -$4.86K | 0.85% | 25 |
|
|
2019
Q1 | $2.33M | Sell |
44,994
-1,213
| -3% | -$62.7K | 0.8% | 25 |
|
|
2018
Q4 | $2.03M | Buy |
46,207
+9,148
| +25% | +$402K | 0.81% | 26 |
|
|
2018
Q3 | $1.62M | Buy |
37,059
+128
| +0.3% | +$5.58K | 0.66% | 32 |
|
|
2018
Q2 | $1.71M | Sell |
36,931
-365
| -1% | -$16.9K | 0.77% | 31 |
|
|
2018
Q1 | $1.67M | Sell |
37,296
-1,640
| -4% | -$73.3K | 0.76% | 30 |
|
|
2017
Q4 | $1.87M | Buy |
+38,936
| New | +$1.87M | 0.86% | 26 |
|