Avion Wealth’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 | $26K | Sell |
289
-886
| -75% | -$79.7K | 0.01% | 279 |
|
|
2025
Q1 | $96K | Hold |
1,175
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $96K | Buy |
1,175
+994
| +549% | +$81.2K | 0.02% | 137 |
|
|
2024
Q3 | $16K | Buy |
181
+12
| +7% | +$1.06K | ﹤0.01% | 295 |
|
|
2024
Q2 | $13K | Sell |
169
-796
| -82% | -$61.2K | ﹤0.01% | 293 |
|
|
2024
Q1 | $70K | Buy |
965
+246
| +34% | +$17.8K | 0.02% | 140 |
|
|
2023
Q4 | $50K | Sell |
719
-1,532
| -68% | -$107K | 0.01% | 154 |
|
|
2023
Q3 | $145K | Buy |
2,251
+9
| +0.4% | +$580 | 0.04% | 82 |
|
|
2023
Q2 | $156K | Buy |
2,242
+60
| +3% | +$4.18K | 0.04% | 84 |
|
|
2023
Q1 | $155K | Buy |
2,182
+20
| +0.9% | +$1.42K | 0.04% | 76 |
|
|
2022
Q4 | $147K | Hold |
2,162
| – | – | 0.05% | 78 |
|
|
2022
Q3 | $147K | Sell |
2,162
-34
| -2% | -$2.31K | 0.05% | 78 |
|
|
2022
Q2 | $157K | Buy |
2,196
+31
| +1% | +$2.22K | 0.05% | 68 |
|
|
2022
Q1 | $157K | Hold |
2,165
| – | – | 0.05% | 68 |
|
|
2021
Q4 | $148K | Hold |
2,165
| – | – | 0.04% | 67 |
|
|
2021
Q3 | $134K | Sell |
2,165
-100
| -4% | -$6.19K | 0.04% | 65 |
|
|
2021
Q2 | $137K | Buy |
2,265
+99
| +5% | +$5.99K | 0.04% | 64 |
|
|
2021
Q1 | $135K | Sell |
2,166
-100
| -4% | -$6.23K | 0.05% | 56 |
|
|
2020
Q4 | $139K | Buy |
2,266
+100
| +5% | +$6.13K | 0.04% | 53 |
|
|
2020
Q3 | $117K | Hold |
2,166
| – | – | 0.04% | 54 |
|
|
2020
Q2 | $112K | Hold |
2,166
| – | – | 0.04% | 51 |
|
|
2020
Q1 | $117K | Buy |
+2,166
| New | +$117K | 0.05% | 44 |
|