FTWA
Fifth Third Wealth Advisors’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $986K | Sell |
10,732
-1
| -0% | -$92 | 0.04% | 236 |
|
2025
Q1 | $987K | Buy |
10,733
+648
| +6% | +$59.6K | 0.05% | 225 |
|
2024
Q4 | $830K | Buy |
10,085
+143
| +1% | +$11.8K | 0.05% | 231 |
|
2024
Q3 | $897K | Buy |
9,942
+161
| +2% | +$14.5K | 0.05% | 207 |
|
2024
Q2 | $759K | Buy |
+9,781
| New | +$759K | 0.06% | 196 |
|