APWA
Atlas Private Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+2,255
| New | +$207K | 0.03% | 190 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$6K | – | 622 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2021
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 587 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$10K | – | 720 |
|
|
2020
Q2 | $10K | Buy |
+200
| New | +$10K | 0.01% | 407 |
|