AWAG
ARS Wealth Advisors Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Buy |
100,186
+1,386
| +1% | +$127K | 1.06% | 28 |
|
|
2025
Q1 | $9.08M | Buy |
98,800
+2,255
| +2% | +$207K | 1.28% | 25 |
|
|
2024
Q4 | $7.95M | Sell |
96,545
-254
| -0.3% | -$20.9K | 1.09% | 27 |
|
|
2024
Q3 | $8.73M | Buy |
96,799
+1,505
| +2% | +$136K | 1.07% | 28 |
|
|
2024
Q2 | $7.39M | Sell |
95,294
-1,441
| -1% | -$112K | 0.96% | 27 |
|
|
2024
Q1 | $6.94M | Sell |
96,735
-11,334
| -10% | -$813K | 0.94% | 31 |
|
|
2023
Q4 | $7.58M | Sell |
108,069
-13,242
| -11% | -$929K | 1.12% | 31 |
|
|
2023
Q3 | $7.85M | Buy |
121,311
+1,722
| +1% | +$111K | 1.29% | 31 |
|
|
2023
Q2 | $8.4M | Buy |
119,589
+1,457
| +1% | +$102K | 1.33% | 29 |
|
|
2023
Q1 | $8.22M | Buy |
118,132
+36,872
| +45% | +$2.57M | 1.52% | 28 |
|
|
2022
Q4 | $5.8M | Sell |
81,260
-11,273
| -12% | -$805K | 0.96% | 38 |
|
|
2022
Q3 | $6.29M | Buy |
92,533
+1,308
| +1% | +$88.9K | 0.96% | 41 |
|
|
2022
Q2 | $6.51M | Buy |
91,225
+77,421
| +561% | +$5.52M | 0.89% | 42 |
|
|
2022
Q1 | $1M | Sell |
13,804
-468
| -3% | -$33.9K | 0.17% | 57 |
|
|
2021
Q4 | $979K | Sell |
14,272
-967
| -6% | -$66.3K | 0.16% | 57 |
|
|
2021
Q3 | $944K | Buy |
+15,239
| New | +$944K | 0.17% | 55 |
|