AWA
Arkadios Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
129,466
+12,388
| +11% | +$1.14M | 0.35% | 42 |
|
|
2025
Q1 | $10.8M | Buy |
117,078
+8,070
| +7% | +$742K | 0.41% | 44 |
|
|
2024
Q4 | $8.97M | Buy |
109,008
+5,013
| +5% | +$413K | 0.49% | 34 |
|
|
2024
Q3 | $9.38M | Sell |
103,995
-3,562
| -3% | -$321K | 0.53% | 34 |
|
|
2024
Q2 | $8.34M | Buy |
107,557
+3,034
| +3% | +$235K | 0.56% | 31 |
|
|
2024
Q1 | $7.5M | Buy |
104,523
+1,902
| +2% | +$136K | 0.58% | 34 |
|
|
2023
Q4 | $7.2M | Buy |
102,621
+526
| +0.5% | +$36.9K | 0.61% | 33 |
|
|
2023
Q3 | $6.61M | Buy |
102,095
+37,054
| +57% | +$2.4M | 0.63% | 31 |
|
|
2023
Q2 | $4.57M | Sell |
65,041
-274
| -0.4% | -$19.2K | 0.53% | 39 |
|
|
2023
Q1 | $4.54M | Buy |
65,315
+2,296
| +4% | +$160K | 0.54% | 38 |
|
|
2022
Q4 | $4.5M | Buy |
63,019
+10,472
| +20% | +$748K | 0.6% | 37 |
|
|
2022
Q3 | $3.57M | Buy |
52,547
+7,977
| +18% | +$542K | 0.54% | 44 |
|
|
2022
Q2 | $3.18M | Buy |
44,570
+4,910
| +12% | +$350K | 0.47% | 50 |
|
|
2022
Q1 | $2.88M | Buy |
39,660
+14,462
| +57% | +$1.05M | 0.38% | 65 |
|
|
2021
Q4 | $1.73M | Buy |
25,198
+4,235
| +20% | +$290K | 0.23% | 102 |
|
|
2021
Q3 | $1.3M | Buy |
20,963
+7,949
| +61% | +$493K | 0.19% | 129 |
|
|
2021
Q2 | $787K | Buy |
13,014
+5,480
| +73% | +$331K | 0.1% | 244 |
|
|
2021
Q1 | $468K | Buy |
7,534
+1,432
| +23% | +$89K | 0.08% | 261 |
|
|
2020
Q4 | $374K | Buy |
6,102
+3,113
| +104% | +$191K | 0.08% | 228 |
|
|
2020
Q3 | $174K | Buy |
2,989
+235
| +9% | +$13.7K | 0.09% | 199 |
|
|
2020
Q2 | $148K | Sell |
2,754
-426
| -13% | -$22.9K | 0.08% | 200 |
|
|
2020
Q1 | $172K | Buy |
3,180
+441
| +16% | +$23.9K | 0.11% | 163 |
|
|
2019
Q4 | $190K | Buy |
+2,739
| New | +$190K | 0.11% | 157 |
|