CFA
CWS Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
13,413
+1,458
| +12% | +$134K | 0.36% | 39 |
|
|
2025
Q1 | $1.1M | Buy |
11,955
+28
| +0.2% | +$2.58K | 0.35% | 40 |
|
|
2024
Q4 | $982K | Buy |
11,927
+61
| +0.5% | +$5.02K | 0.32% | 40 |
|
|
2024
Q3 | $1.07M | Buy |
11,866
+871
| +8% | +$78.5K | 0.38% | 29 |
|
|
2024
Q2 | $853K | Buy |
10,995
+1,372
| +14% | +$106K | 0.34% | 33 |
|
|
2024
Q1 | $690K | Sell |
9,623
-11,020
| -53% | -$791K | 0.28% | 36 |
|
|
2023
Q4 | $1.45M | Buy |
20,643
+527
| +3% | +$37K | 0.54% | 23 |
|
|
2023
Q3 | $1.3M | Sell |
20,116
-237
| -1% | -$15.3K | 0.52% | 25 |
|
|
2023
Q2 | $1.43M | Sell |
20,353
-1,982
| -9% | -$139K | 0.54% | 24 |
|
|
2023
Q1 | $1.55M | Sell |
22,335
-477
| -2% | -$33.2K | 0.62% | 22 |
|
|
2022
Q4 | $1.42M | Sell |
22,812
-773
| -3% | -$48.1K | 0.61% | 17 |
|
|
2022
Q3 | $1.6M | Buy |
23,585
+12
| +0.1% | +$816 | 0.77% | 21 |
|
|
2022
Q2 | $1.68M | Sell |
23,573
-750
| -3% | -$53.5K | 0.77% | 21 |
|
|
2022
Q1 | $1.76M | Buy |
24,323
+1,126
| +5% | +$81.7K | 0.67% | 19 |
|
|
2021
Q4 | $1.59M | Buy |
+23,197
| New | +$1.59M | 0.56% | 23 |
|
|
2021
Q2 | $1.4M | Buy |
23,122
+310
| +1% | +$18.8K | 0.56% | 20 |
|
|
2021
Q1 | $1.42M | Buy |
22,812
+188
| +0.8% | +$11.7K | 0.61% | 17 |
|
|
2020
Q4 | $1.39M | Buy |
22,624
+73
| +0.3% | +$4.49K | 0.81% | 13 |
|
|
2020
Q3 | $1.22M | Sell |
22,551
-2,024
| -8% | -$110K | 0.81% | 13 |
|
|
2020
Q2 | $1.27M | Buy |
24,575
+3,489
| +17% | +$181K | 0.92% | 13 |
|
|
2020
Q1 | $1.34M | Hold |
21,086
| – | – | 0.99% | 11 |
|
|
2019
Q4 | $1.34M | Buy |
+21,086
| New | +$1.34M | 0.98% | 13 |
|