C1AG
Client 1st Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Hold |
6,803
| – | – | 0.23% | 55 |
|
|
2025
Q1 | $626K | Sell |
6,803
-158
| -2% | -$14.5K | 0.24% | 54 |
|
|
2024
Q4 | $573K | Hold |
6,961
| – | – | 0.22% | 56 |
|
|
2024
Q3 | $628K | Buy |
6,961
+158
| +2% | +$14.2K | 0.25% | 47 |
|
|
2024
Q2 | $528K | Hold |
6,803
| – | – | 0.23% | 53 |
|
|
2024
Q1 | $488K | Hold |
6,803
| – | – | 0.22% | 58 |
|
|
2023
Q4 | $477K | Buy |
6,803
+820
| +14% | +$57.5K | 0.23% | 59 |
|
|
2023
Q3 | $387K | Hold |
5,983
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $420K | Buy |
5,983
+2,600
| +77% | +$183K | 0.22% | 60 |
|
|
2023
Q1 | $235K | Sell |
3,383
-422
| -11% | -$29.4K | 0.13% | 81 |
|
|
2022
Q4 | $272K | Hold |
3,805
| – | – | 0.16% | 74 |
|
|
2022
Q3 | $259K | Hold |
3,805
| – | – | 0.16% | 69 |
|
|
2022
Q2 | $271K | Hold |
3,805
| – | – | 0.16% | 63 |
|
|
2022
Q1 | $276K | Buy |
3,805
+483
| +15% | +$35K | 0.13% | 68 |
|
|
2021
Q4 | $228K | Buy |
+3,322
| New | +$228K | 0.11% | 72 |
|