EWA
EverSource Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
34,043
+2,600
| +8% | +$239K | 0.14% | 128 |
|
|
2025
Q1 | $2.89M | Buy |
31,443
+3,975
| +14% | +$366K | 0.16% | 118 |
|
|
2024
Q4 | $2.26M | Buy |
27,468
+550
| +2% | +$45.3K | 0.13% | 135 |
|
|
2024
Q3 | $2.43M | Buy |
26,918
+1,562
| +6% | +$141K | 0.15% | 123 |
|
|
2024
Q2 | $2.12M | Sell |
25,356
-117
| -0.5% | -$9.77K | 0.14% | 129 |
|
|
2024
Q1 | $1.87M | Sell |
25,473
-1,085
| -4% | -$79.7K | 0.15% | 122 |
|
|
2023
Q4 | $1.86M | Buy |
26,558
+12,478
| +89% | +$875K | 0.17% | 113 |
|
|
2023
Q3 | $911K | Buy |
14,080
+329
| +2% | +$21.3K | 0.1% | 162 |
|
|
2023
Q2 | $966K | Sell |
13,751
-377
| -3% | -$26.5K | 0.11% | 159 |
|
|
2023
Q1 | $983K | Sell |
14,128
-398
| -3% | -$27.7K | 0.12% | 145 |
|
|
2022
Q4 | $1.04M | Buy |
14,526
+1,534
| +12% | +$110K | 0.16% | 116 |
|
|
2022
Q3 | $884K | Buy |
12,992
+1,286
| +11% | +$87.5K | 0.2% | 95 |
|
|
2022
Q2 | $835K | Buy |
11,706
+434
| +4% | +$31K | 0.22% | 84 |
|
|
2022
Q1 | $817K | Buy |
11,272
+651
| +6% | +$47.2K | 0.21% | 93 |
|
|
2021
Q4 | $728K | Buy |
+10,621
| New | +$728K | 0.2% | 81 |
|