AWA
ARS Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $956K | Buy |
15,798
+31
| +0.2% | +$1.88K | 0.17% | 54 |
|
|
2021
Q1 | $980K | Sell |
15,767
-296
| -2% | -$18.4K | 0.21% | 47 |
|
|
2020
Q4 | $987K | Buy |
16,063
+225
| +1% | +$13.8K | 0.21% | 46 |
|
|
2020
Q3 | $859K | Buy |
15,838
+219
| +1% | +$11.9K | 0.24% | 41 |
|
|
2020
Q2 | $810K | Buy |
15,619
+142
| +0.9% | +$7.36K | 0.25% | 45 |
|
|
2020
Q1 | $838K | Sell |
15,477
-746
| -5% | -$40.4K | 0.35% | 36 |
|
|
2019
Q4 | $1.03M | Sell |
16,223
-592
| -4% | -$37.7K | 0.3% | 45 |
|
|
2019
Q3 | $1.04M | Sell |
16,815
-2,008
| -11% | -$124K | 0.33% | 45 |
|
|
2019
Q2 | $1.04M | Buy |
18,823
+992
| +6% | +$54.9K | 0.33% | 44 |
|
|
2019
Q1 | $922K | Buy |
17,831
+708
| +4% | +$36.6K | 0.29% | 48 |
|
|
2018
Q4 | $752K | Buy |
17,123
+84
| +0.5% | +$3.69K | 0.27% | 50 |
|
|
2018
Q3 | $743K | Buy |
17,039
+674
| +4% | +$29.4K | 0.25% | 57 |
|
|
2018
Q2 | $758K | Buy |
16,365
+485
| +3% | +$22.5K | 0.27% | 53 |
|
|
2018
Q1 | $709K | Sell |
15,880
-4,148
| -21% | -$185K | 0.26% | 52 |
|
|
2017
Q4 | $963K | Sell |
20,028
-620
| -3% | -$29.8K | 0.36% | 51 |
|
|
2017
Q3 | $1.02M | Buy |
20,648
+225
| +1% | +$11.1K | 0.39% | 50 |
|
|
2017
Q2 | $978K | Buy |
20,423
+40
| +0.2% | +$1.92K | 0.4% | 47 |
|
|
2017
Q1 | $1.02M | Sell |
20,383
-589
| -3% | -$29.3K | 0.43% | 42 |
|
|
2016
Q4 | $1.03M | Buy |
20,972
+3,217
| +18% | +$158K | 0.46% | 33 |
|
|
2016
Q3 | $911K | Buy |
17,755
+1,316
| +8% | +$67.5K | 0.39% | 31 |
|
|
2016
Q2 | $882K | Buy |
16,439
+181
| +1% | +$9.71K | 0.38% | 29 |
|
|
2016
Q1 | $841K | Buy |
16,258
+2,000
| +14% | +$103K | 0.39% | 29 |
|
|
2015
Q4 | $667K | Hold |
14,258
| – | – | 0.34% | 30 |
|
|
2015
Q3 | $637K | Buy |
14,258
+1,543
| +12% | +$68.9K | 0.32% | 27 |
|
|
2015
Q2 | $533K | Hold |
12,715
| – | – | 0.24% | 33 |
|
|
2015
Q1 | $563K | Sell |
12,715
-440
| -3% | -$19.5K | 0.24% | 31 |
|
|
2014
Q4 | $646K | Buy |
13,155
+163
| +1% | +$8K | 0.28% | 30 |
|
|
2014
Q3 | $567K | Sell |
12,992
-650
| -5% | -$28.4K | 0.26% | 33 |
|
|
2014
Q2 | $619K | Buy |
13,642
+9,013
| +195% | +$409K | 0.3% | 30 |
|
|
2014
Q1 | $203K | Sell |
4,629
-493
| -10% | -$21.6K | 0.12% | 62 |
|
|
2013
Q4 | $211K | Buy |
+5,122
| New | +$211K | 0.13% | 62 |
|