AOWM
Alpha Omega Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
3,307
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $304K | Buy |
3,307
+200
| +6% | +$18.4K | 0.06% | 175 |
|
|
2024
Q4 | $256K | Hold |
3,107
| – | – | 0.05% | 180 |
|
|
2024
Q3 | $280K | Sell |
3,107
-25
| -0.8% | -$2.25K | 0.05% | 182 |
|
|
2024
Q2 | $243K | Sell |
3,132
-200
| -6% | -$15.5K | 0.05% | 187 |
|
|
2024
Q1 | $239K | Buy |
3,332
+400
| +14% | +$28.7K | 0.04% | 192 |
|
|
2023
Q4 | $206K | Buy |
+2,932
| New | +$206K | 0.03% | 198 |
|
|
2023
Q3 | – | Sell |
-2,932
| Closed | -$206K | – | 205 |
|
|
2023
Q2 | $206K | Sell |
2,932
-28
| -0.9% | -$1.97K | 0.03% | 200 |
|
|
2023
Q1 | $206K | Hold |
2,960
| – | – | 0.04% | 203 |
|
|
2022
Q4 | $211K | Hold |
2,960
| – | – | 0.04% | 200 |
|
|
2022
Q3 | $201K | Hold |
2,960
| – | – | 0.04% | 197 |
|
|
2022
Q2 | $211K | Hold |
2,960
| – | – | 0.04% | 201 |
|
|
2022
Q1 | $215K | Sell |
2,960
-1,035
| -26% | -$75.2K | 0.03% | 209 |
|
|
2021
Q4 | $273K | Hold |
3,995
| – | – | 0.04% | 195 |
|
|
2021
Q3 | $248K | Sell |
3,995
-36
| -0.9% | -$2.24K | 0.04% | 197 |
|
|
2021
Q2 | $244K | Sell |
4,031
-339
| -8% | -$20.5K | 0.04% | 203 |
|
|
2021
Q1 | $272K | Hold |
4,370
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $268K | Sell |
4,370
-665
| -13% | -$40.8K | 0.05% | 178 |
|
|
2020
Q3 | $273K | Hold |
5,035
| – | – | 0.04% | 164 |
|
|
2020
Q2 | $261K | Sell |
5,035
-200
| -4% | -$10.4K | 0.04% | 165 |
|
|
2020
Q1 | $283K | Sell |
5,235
-134
| -2% | -$7.24K | 0.05% | 156 |
|
|
2019
Q4 | $342K | Hold |
5,369
| – | – | 0.05% | 163 |
|
|
2019
Q3 | $329K | Sell |
5,369
-1,850
| -26% | -$113K | 0.05% | 164 |
|
|
2019
Q2 | $399K | Sell |
7,219
-1,000
| -12% | -$55.3K | 0.17% | 93 |
|
|
2019
Q1 | $425K | Sell |
8,219
-30
| -0.4% | -$1.55K | 0.19% | 92 |
|
|
2018
Q4 | $362K | Sell |
8,249
-500
| -6% | -$21.9K | 0.18% | 90 |
|
|
2018
Q3 | $381K | Sell |
8,749
-1,500
| -15% | -$65.3K | 0.17% | 89 |
|
|
2018
Q2 | $475K | Buy |
10,249
+682
| +7% | +$31.6K | 0.23% | 80 |
|
|
2018
Q1 | $427K | Sell |
9,567
-2,000
| -17% | -$89.3K | 0.21% | 83 |
|
|
2017
Q4 | $556K | Buy |
11,567
+1,275
| +12% | +$61.3K | 0.27% | 71 |
|
|
2017
Q3 | $506K | Sell |
10,292
-400
| -4% | -$19.7K | 0.25% | 76 |
|
|
2017
Q2 | $512K | Sell |
10,692
-1,057
| -9% | -$50.6K | 0.26% | 75 |
|
|
2017
Q1 | $585K | Sell |
11,749
-250
| -2% | -$12.4K | 0.31% | 69 |
|
|
2016
Q4 | $590K | Buy |
11,999
+6,199
| +107% | +$305K | 0.31% | 67 |
|
|
2016
Q3 | $298K | Sell |
5,800
-500
| -8% | -$25.7K | 0.24% | 56 |
|
|
2016
Q2 | $338K | Hold |
6,300
| – | – | 0.29% | 53 |
|
|
2016
Q1 | $326K | Hold |
6,300
| – | – | 0.27% | 54 |
|
|
2015
Q4 | $295K | Buy |
+6,300
| New | +$295K | 0.26% | 51 |
|