CWA
Carolina Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44K | Hold |
81
| – | – | ﹤0.01% | 159 |
|
|
2025
Q1 | $7.45K | Hold |
81
| – | – | ﹤0.01% | 155 |
|
|
2024
Q4 | $6.67K | Sell |
81
-724
| -90% | -$59.6K | ﹤0.01% | 168 |
|
|
2024
Q3 | $72.6K | Buy |
805
+211
| +36% | +$19K | 0.04% | 90 |
|
|
2024
Q2 | $46.1K | Hold |
594
| – | – | 0.02% | 99 |
|
|
2024
Q1 | $42.6K | Hold |
594
| – | – | 0.02% | 108 |
|
|
2023
Q4 | $41.7K | Hold |
594
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $38.4K | Hold |
594
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $41.7K | Buy |
594
+92
| +18% | +$6.46K | 0.03% | 110 |
|
|
2023
Q1 | $34.9K | Hold |
502
| – | – | 0.02% | 118 |
|
|
2022
Q4 | $36K | Hold |
502
| – | – | 0.02% | 110 |
|
|
2022
Q3 | $34K | Hold |
502
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $36K | Hold |
502
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $36K | Hold |
502
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $34K | Hold |
502
| – | – | 0.02% | 148 |
|
|
2021
Q3 | $31K | Hold |
502
| – | – | 0.02% | 143 |
|
|
2021
Q2 | $30K | Hold |
502
| – | – | 0.02% | 147 |
|
|
2021
Q1 | $31K | Hold |
502
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $31K | Hold |
502
| – | – | 0.02% | 98 |
|
|
2020
Q3 | $27K | Hold |
502
| – | – | 0.02% | 85 |
|
|
2020
Q2 | $26K | Hold |
502
| – | – | 0.03% | 77 |
|
|
2020
Q1 | $27K | Hold |
502
| – | – | 0.03% | 63 |
|
|
2019
Q4 | $32K | Buy |
+502
| New | +$32K | 0.03% | 77 |
|