DAS
Diversify Advisory Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
13,661
+1,800
| +15% | +$169K | 0.05% | 275 |
|
|
2025
Q1 | $1.08M | Buy |
11,861
+2,089
| +21% | +$191K | 0.07% | 202 |
|
|
2024
Q4 | $795K | Sell |
9,772
-1,450
| -13% | -$118K | 0.04% | 266 |
|
|
2024
Q3 | $1.04M | Buy |
11,222
+3,237
| +41% | +$301K | 0.06% | 249 |
|
|
2024
Q2 | $624K | Buy |
7,985
+496
| +7% | +$38.8K | 0.03% | 337 |
|
|
2024
Q1 | $532K | Buy |
+7,489
| New | +$532K | 0.03% | 408 |
|