AAP
Arax Advisory Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,520
+590
| +20% | +$230K | 0.06% | 196 |
|
|
2025
Q1 | $269K | Buy |
2,930
+1,667
| +132% | +$153K | 0.02% | 454 |
|
|
2024
Q4 | $104K | Buy |
1,263
+851
| +207% | +$70.1K | 0.01% | 668 |
|
|
2024
Q3 | $37.2K | Buy |
412
+36
| +10% | +$3.25K | ﹤0.01% | 826 |
|
|
2024
Q2 | $29.2K | Buy |
376
+276
| +276% | +$21.4K | ﹤0.01% | 851 |
|
|
2024
Q1 | $7.17K | Buy |
+100
| New | +$7.17K | ﹤0.01% | 839 |
|
|
2023
Q4 | – | Sell |
-740
| Closed | -$47.9K | – | 1419 |
|
|
2023
Q3 | $47.9K | Buy |
740
+7
| +1% | +$453 | 0.01% | 468 |
|
|
2023
Q2 | $51.5K | Sell |
733
-76
| -9% | -$5.34K | 0.01% | 461 |
|
|
2023
Q1 | $56.3K | Sell |
809
-169
| -17% | -$11.8K | 0.01% | 436 |
|
|
2022
Q4 | $69.8K | Buy |
978
+6
| +0.6% | +$429 | 0.01% | 399 |
|
|
2022
Q3 | $66K | Buy |
+972
| New | +$66K | 0.01% | 388 |
|
|
2020
Q1 | – | Sell |
-68
| Closed | -$4K | – | 717 |
|
|
2019
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 532 |
|
|
2019
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 528 |
|
|
2018
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $3K | Sell |
68
-621
| -90% | -$27.4K | ﹤0.01% | 555 |
|
|
2018
Q2 | $31K | Buy |
689
+21
| +3% | +$945 | 0.01% | 265 |
|
|
2018
Q1 | $29K | Buy |
668
+527
| +374% | +$22.9K | 0.02% | 254 |
|
|
2017
Q4 | $6K | Sell |
141
-1,990
| -93% | -$84.7K | ﹤0.01% | 360 |
|
|
2017
Q3 | $104K | Sell |
2,131
-2,629
| -55% | -$128K | 0.05% | 143 |
|
|
2017
Q2 | $233K | Buy |
4,760
+23
| +0.5% | +$1.13K | 0.11% | 78 |
|
|
2017
Q1 | $235K | Sell |
4,737
-1,482
| -24% | -$73.5K | 0.11% | 63 |
|
|
2016
Q4 | $306K | Buy |
+6,219
| New | +$306K | 0.15% | 42 |
|