Axxcess Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
18,222
-783
| -4% | -$71.9K | 0.04% | 318 |
|
|
2025
Q1 | $1.75M | Buy |
19,005
+2,147
| +13% | +$197K | 0.05% | 282 |
|
|
2024
Q4 | $1.39M | Sell |
16,858
-606
| -3% | -$49.9K | 0.03% | 343 |
|
|
2024
Q3 | $1.57M | Sell |
17,464
-4,889
| -22% | -$441K | 0.04% | 312 |
|
|
2024
Q2 | $1.73M | Buy |
22,353
+4,411
| +25% | +$342K | 0.05% | 279 |
|
|
2024
Q1 | $1.29M | Buy |
17,942
+2,508
| +16% | +$180K | 0.04% | 324 |
|
|
2023
Q4 | $1.08M | Sell |
15,434
-1,224
| -7% | -$85.8K | 0.03% | 341 |
|
|
2023
Q3 | $1.08M | Buy |
16,658
+8,176
| +96% | +$529K | 0.04% | 307 |
|
|
2023
Q2 | $596K | Buy |
8,482
+1,975
| +30% | +$139K | 0.04% | 310 |
|
|
2023
Q1 | $453K | Buy |
6,507
+3,484
| +115% | +$242K | 0.03% | 391 |
|
|
2022
Q4 | $216K | Sell |
3,023
-12
| -0.4% | -$857 | 0.02% | 537 |
|
|
2022
Q3 | $206K | Sell |
3,035
-11
| -0.4% | -$747 | 0.02% | 494 |
|
|
2022
Q2 | $217K | Sell |
3,046
-97
| -3% | -$6.91K | 0.02% | 478 |
|
|
2022
Q1 | $228K | Buy |
+3,143
| New | +$228K | 0.02% | 539 |
|