AFA
American Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
4,042
+21
| +0.5% | +$1.93K | 0.05% | 109 |
|
|
2025
Q1 | $370K | Sell |
4,021
-603
| -13% | -$55.4K | 0.05% | 96 |
|
|
2024
Q4 | $381K | Buy |
4,624
+42
| +0.9% | +$3.46K | 0.05% | 94 |
|
|
2024
Q3 | $413K | Sell |
4,582
-1,151
| -20% | -$104K | 0.06% | 92 |
|
|
2024
Q2 | $445K | Sell |
5,733
-284
| -5% | -$22K | 0.06% | 86 |
|
|
2024
Q1 | $432K | Buy |
6,017
+46
| +0.8% | +$3.3K | 0.06% | 89 |
|
|
2023
Q4 | $419K | Buy |
5,971
+375
| +7% | +$26.3K | 0.06% | 89 |
|
|
2023
Q3 | $362K | Buy |
5,596
+51
| +0.9% | +$3.3K | 0.06% | 94 |
|
|
2023
Q2 | $390K | Buy |
5,545
+48
| +0.9% | +$3.37K | 0.06% | 91 |
|
|
2023
Q1 | $382K | Buy |
5,497
+50
| +0.9% | +$3.48K | 0.06% | 93 |
|
|
2022
Q4 | $389K | Buy |
5,447
+824
| +18% | +$58.8K | 0.07% | 89 |
|
|
2022
Q3 | $314K | Buy |
4,623
+34
| +0.7% | +$2.31K | 0.05% | 93 |
|
|
2022
Q2 | $327K | Buy |
4,589
+35
| +0.8% | +$2.49K | 0.09% | 59 |
|
|
2022
Q1 | $330K | Buy |
4,554
+37
| +0.8% | +$2.68K | 0.05% | 100 |
|
|
2021
Q4 | $310K | Buy |
4,517
+38
| +0.8% | +$2.61K | 0.04% | 107 |
|
|
2021
Q3 | $278K | Buy |
4,479
+37
| +0.8% | +$2.3K | 0.04% | 112 |
|
|
2021
Q2 | $269K | Buy |
4,442
+38
| +0.9% | +$2.3K | 0.04% | 113 |
|
|
2021
Q1 | $274K | Buy |
4,404
+40
| +0.9% | +$2.49K | 0.04% | 104 |
|
|
2020
Q4 | $268K | Buy |
4,364
+38
| +0.9% | +$2.33K | 0.04% | 99 |
|
|
2020
Q3 | $235K | Buy |
4,326
+43
| +1% | +$2.34K | 0.04% | 94 |
|
|
2020
Q2 | $234K | Buy |
4,283
+34
| +0.8% | +$1.86K | 0.04% | 92 |
|
|
2020
Q1 | $248K | Buy |
4,249
+38
| +0.9% | +$2.22K | 0.04% | 84 |
|
|
2019
Q4 | $260K | Buy |
4,211
+35
| +0.8% | +$2.16K | 0.05% | 77 |
|
|
2019
Q3 | $258K | Sell |
4,176
-722
| -15% | -$44.6K | 0.05% | 81 |
|
|
2019
Q2 | $270K | Sell |
4,898
-2,529
| -34% | -$139K | 0.05% | 84 |
|
|
2019
Q1 | $383K | Buy |
7,427
+40
| +0.5% | +$2.06K | 0.08% | 71 |
|
|
2018
Q4 | $324K | Buy |
+7,387
| New | +$324K | 0.07% | 67 |
|