AWM
Apollon Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Buy |
85,084
+11,705
| +16% | +$1.07M | 0.15% | 126 |
|
|
2025
Q1 | $6.75M | Buy |
73,379
+484
| +0.7% | +$44.5K | 0.15% | 131 |
|
|
2024
Q4 | $6M | Buy |
72,895
+16,228
| +29% | +$1.34M | 0.14% | 130 |
|
|
2024
Q3 | $5.11M | Buy |
56,667
+7,588
| +15% | +$684K | 0.14% | 128 |
|
|
2024
Q2 | $3.81M | Buy |
49,079
+2,919
| +6% | +$226K | 0.12% | 158 |
|
|
2024
Q1 | $3.31M | Sell |
46,160
-2,916
| -6% | -$209K | 0.1% | 175 |
|
|
2023
Q4 | $3.44M | Buy |
49,076
+13,253
| +37% | +$929K | 0.12% | 160 |
|
|
2023
Q3 | $2.32M | Sell |
35,823
-4,082
| -10% | -$264K | 0.12% | 163 |
|
|
2023
Q2 | $2.8M | Buy |
39,905
+13,939
| +54% | +$979K | 0.14% | 160 |
|
|
2023
Q1 | $1.81M | Buy |
25,966
+4,141
| +19% | +$288K | 0.11% | 195 |
|
|
2022
Q4 | $1.56M | Buy |
21,825
+1,656
| +8% | +$118K | 0.11% | 196 |
|
|
2022
Q3 | $1.37M | Buy |
20,169
+1,140
| +6% | +$77.5K | 0.11% | 195 |
|
|
2022
Q2 | $1.36M | Buy |
19,029
+853
| +5% | +$60.8K | 0.11% | 199 |
|
|
2022
Q1 | $1.32M | Sell |
18,176
-6,129
| -25% | -$444K | 0.09% | 223 |
|
|
2021
Q4 | $1.67M | Buy |
24,305
+18,896
| +349% | +$1.3M | 0.12% | 183 |
|
|
2021
Q3 | $335K | Buy |
5,409
+693
| +15% | +$42.9K | 0.05% | 328 |
|
|
2021
Q2 | $285K | Sell |
4,716
-959
| -17% | -$58K | 0.05% | 294 |
|
|
2021
Q1 | $353K | Buy |
+5,675
| New | +$353K | 0.07% | 247 |
|
|
2020
Q3 | – | Sell |
-359
| Closed | -$19K | – | 609 |
|
|
2020
Q2 | $19K | Buy |
+359
| New | +$19K | 0.01% | 382 |
|