Avidian Wealth Enterprises’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
4,697
+106
| +2% | +$9.73K | 0.02% | 369 |
|
|
2025
Q1 | $422K | Sell |
4,591
-187
| -4% | -$17.2K | 0.02% | 343 |
|
|
2024
Q4 | $393K | Sell |
4,778
-2,476
| -34% | -$204K | 0.02% | 345 |
|
|
2024
Q3 | $654K | Buy |
7,254
+523
| +8% | +$47.2K | 0.03% | 251 |
|
|
2024
Q2 | $522K | Buy |
6,731
+500
| +8% | +$38.8K | 0.02% | 277 |
|
|
2024
Q1 | $447K | Buy |
6,231
+180
| +3% | +$12.9K | 0.02% | 277 |
|
|
2023
Q4 | $424K | Buy |
6,051
+3
| +0% | +$210 | 0.03% | 285 |
|
|
2023
Q3 | $391K | Buy |
6,048
+719
| +13% | +$46.5K | 0.03% | 284 |
|
|
2023
Q2 | $374K | Buy |
5,329
+95
| +2% | +$6.67K | 0.02% | 308 |
|
|
2023
Q1 | $364K | Buy |
5,234
+341
| +7% | +$23.7K | 0.02% | 354 |
|
|
2022
Q4 | $349K | Sell |
4,893
-2,324
| -32% | -$166K | 0.02% | 333 |
|
|
2022
Q3 | $491K | Buy |
7,217
+119
| +2% | +$8.1K | 0.04% | 238 |
|
|
2022
Q2 | $506K | Buy |
7,098
+2,484
| +54% | +$177K | 0.04% | 265 |
|
|
2022
Q1 | $335K | Buy |
4,614
+666
| +17% | +$48.4K | 0.02% | 359 |
|
|
2021
Q4 | $271K | Sell |
3,948
-132
| -3% | -$9.06K | 0.02% | 419 |
|
|
2021
Q3 | $253K | Buy |
+4,080
| New | +$253K | 0.02% | 321 |
|