AWM
Avior Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,988
| Closed | -$367K | – | 773 |
|
|
2025
Q1 | $367K | Buy |
3,988
+25
| +0.6% | +$2.3K | 0.01% | 494 |
|
|
2024
Q4 | $326K | Buy |
3,963
+2,137
| +117% | +$176K | 0.01% | 572 |
|
|
2024
Q3 | $165K | Buy |
1,826
+12
| +0.7% | +$1.08K | 0.01% | 749 |
|
|
2024
Q2 | $141K | Sell |
1,814
-951
| -34% | -$73.8K | 0.01% | 766 |
|
|
2024
Q1 | $198K | Buy |
2,765
+1,942
| +236% | +$139K | 0.01% | 711 |
|
|
2023
Q4 | $57.7K | Buy |
823
+1
| +0.1% | +$70 | ﹤0.01% | 703 |
|
|
2023
Q3 | $53.2K | Sell |
822
-138
| -14% | -$8.94K | ﹤0.01% | 749 |
|
|
2023
Q2 | $67.5K | Buy |
960
+80
| +9% | +$5.62K | ﹤0.01% | 702 |
|
|
2023
Q1 | $61.3K | Buy |
880
+805
| +1,073% | +$56.1K | ﹤0.01% | 728 |
|
|
2022
Q4 | $5.38K | Buy |
75
+1
| +1% | +$72 | ﹤0.01% | 941 |
|
|
2022
Q3 | $5K | Buy |
74
+1
| +1% | +$68 | ﹤0.01% | 940 |
|
|
2022
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 862 |
|
|
2022
Q1 | $5K | Sell |
73
-4
| -5% | -$274 | ﹤0.01% | 912 |
|
|
2021
Q4 | $5K | Buy |
77
+1
| +1% | +$65 | ﹤0.01% | 897 |
|
|
2021
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 882 |
|
|
2021
Q2 | $4K | Buy |
76
+6
| +9% | +$316 | ﹤0.01% | 850 |
|
|
2021
Q1 | $4K | Buy |
70
+1
| +1% | +$57 | ﹤0.01% | 866 |
|
|
2020
Q4 | $4K | Buy |
69
+1
| +1% | +$58 | ﹤0.01% | 815 |
|
|
2020
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 772 |
|
|
2018
Q4 | – | Sell |
-85
| Closed | -$4K | – | 754 |
|
|
2018
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 649 |
|
|
2018
Q2 | $4K | Sell |
85
-1,714
| -95% | -$80.7K | ﹤0.01% | 670 |
|
|
2018
Q1 | $80K | Sell |
1,799
-90
| -5% | -$4K | 0.02% | 459 |
|
|
2017
Q4 | $91K | Buy |
1,889
+85
| +5% | +$4.1K | 0.02% | 448 |
|
|
2017
Q3 | $89K | Buy |
1,804
+290
| +19% | +$14.3K | 0.03% | 179 |
|
|
2017
Q2 | $72K | Hold |
1,514
| – | – | 0.03% | 170 |
|
|
2017
Q1 | $75K | Sell |
1,514
-68
| -4% | -$3.37K | 0.03% | 200 |
|
|
2016
Q4 | $78K | Buy |
1,582
+68
| +4% | +$3.35K | 0.03% | 178 |
|
|
2016
Q3 | $78K | Hold |
1,514
| – | – | 0.03% | 189 |
|
|
2016
Q2 | $81K | Hold |
1,514
| – | – | 0.03% | 173 |
|
|
2016
Q1 | $78K | Hold |
1,514
| – | – | 0.03% | 168 |
|
|
2015
Q4 | $71K | Hold |
1,514
| – | – | 0.04% | 157 |
|
|
2015
Q3 | $68K | Hold |
1,514
| – | – | 0.04% | 151 |
|
|
2015
Q2 | $63K | Hold |
1,514
| – | – | 0.05% | 124 |
|
|
2015
Q1 | $67K | Hold |
1,514
| – | – | 0.05% | 120 |
|
|
2014
Q4 | $74K | Hold |
1,514
| – | – | 0.06% | 114 |
|
|
2014
Q3 | $66K | Hold |
1,514
| – | – | 0.06% | 114 |
|
|
2014
Q2 | $69K | Hold |
1,514
| – | – | 0.06% | 112 |
|
|
2014
Q1 | $67K | Buy |
+1,514
| New | +$67K | 0.06% | 106 |
|