ATWA
Arbor Trust Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,471
| Closed | -$319K | – | 92 |
|
|
2025
Q1 | $319K | Sell |
3,471
-169
| -5% | -$15.5K | 0.15% | 80 |
|
|
2024
Q4 | $300K | Sell |
3,640
-150
| -4% | -$12.3K | 0.14% | 79 |
|
|
2024
Q3 | $294K | Hold |
3,790
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $294K | Buy |
3,790
+59
| +2% | +$4.58K | 0.15% | 80 |
|
|
2024
Q1 | $260K | Hold |
3,731
| – | – | 0.14% | 85 |
|
|
2023
Q4 | $262K | Hold |
3,731
| – | – | 0.16% | 81 |
|
|
2023
Q3 | $241K | Hold |
3,731
| – | – | 0.16% | 77 |
|
|
2023
Q2 | $262K | Hold |
3,731
| – | – | 0.17% | 79 |
|
|
2023
Q1 | $260K | Buy |
3,731
+155
| +4% | +$10.8K | 0.17% | 80 |
|
|
2022
Q4 | $255K | Hold |
3,576
| – | – | 0.18% | 85 |
|
|
2022
Q3 | $243K | Sell |
3,576
-15
| -0.4% | -$1.02K | 0.18% | 82 |
|
|
2022
Q2 | $256K | Hold |
3,591
| – | – | 0.18% | 85 |
|
|
2022
Q1 | $260K | Buy |
3,591
+15
| +0.4% | +$1.09K | 0.16% | 89 |
|
|
2021
Q4 | $245K | Hold |
3,576
| – | – | 0.14% | 90 |
|
|
2021
Q3 | $222K | Hold |
3,576
| – | – | 0.14% | 94 |
|
|
2021
Q2 | $216K | Hold |
3,576
| – | – | 0.14% | 96 |
|
|
2021
Q1 | $223K | Hold |
3,576
| – | – | 0.15% | 90 |
|
|
2020
Q4 | $220K | Buy |
+3,576
| New | +$220K | 0.16% | 89 |
|
|
2020
Q1 | – | Sell |
-3,593
| Closed | -$229K | – | 89 |
|
|
2019
Q4 | $229K | Buy |
+3,593
| New | +$229K | 0.2% | 79 |
|