AWP
Ascent Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
25,322
+139
| +0.6% | +$12.8K | 0.29% | 74 |
|
|
2025
Q1 | $2.32M | Sell |
25,183
-10
| -0% | -$920 | 0.31% | 69 |
|
|
2024
Q4 | $2.07M | Buy |
25,193
+304
| +1% | +$25K | 0.28% | 68 |
|
|
2024
Q3 | $2.24M | Sell |
24,889
-57
| -0.2% | -$5.14K | 0.31% | 67 |
|
|
2024
Q2 | $1.94M | Sell |
24,946
-231
| -0.9% | -$17.9K | 0.28% | 71 |
|
|
2024
Q1 | $1.81M | Buy |
25,177
+307
| +1% | +$22K | 0.27% | 73 |
|
|
2023
Q4 | $1.74M | Buy |
24,870
+120
| +0.5% | +$8.41K | 0.28% | 70 |
|
|
2023
Q3 | $1.6M | Buy |
24,750
+1,393
| +6% | +$90.2K | 0.3% | 68 |
|
|
2023
Q2 | $1.64M | Buy |
23,357
+1,184
| +5% | +$83.2K | 0.29% | 71 |
|
|
2023
Q1 | $1.54M | Buy |
22,173
+764
| +4% | +$53.2K | 0.31% | 72 |
|
|
2022
Q4 | $1.53M | Buy |
21,409
+1,310
| +7% | +$93.5K | 0.33% | 69 |
|
|
2022
Q3 | $1.37M | Buy |
20,099
+442
| +2% | +$30.1K | 0.33% | 70 |
|
|
2022
Q2 | $1.42M | Buy |
19,657
+6,030
| +44% | +$436K | 0.32% | 72 |
|
|
2022
Q1 | $988K | Buy |
13,627
+1,117
| +9% | +$81K | 0.18% | 82 |
|
|
2021
Q4 | $858K | Buy |
12,510
+1,410
| +13% | +$96.7K | 0.15% | 90 |
|
|
2021
Q3 | $688K | Buy |
11,100
+2,946
| +36% | +$183K | 0.13% | 101 |
|
|
2021
Q2 | $493K | Buy |
+8,154
| New | +$493K | 0.09% | 114 |
|