FVWA
Foster Victor Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
83,551
+3,068
| +4% | +$282K | 0.52% | 79 |
|
|
2025
Q1 | $7.23M | Buy |
80,483
+2,990
| +4% | +$269K | 0.58% | 73 |
|
|
2024
Q4 | $6.5M | Buy |
77,493
+3,580
| +5% | +$300K | 0.5% | 82 |
|
|
2024
Q3 | $6.57M | Buy |
73,913
+2,279
| +3% | +$203K | 0.53% | 78 |
|
|
2024
Q2 | $5.81M | Sell |
71,634
-75,449
| -51% | -$6.12M | 0.49% | 80 |
|
|
2024
Q1 | $10.2M | Buy |
147,083
+6,167
| +4% | +$429K | 0.93% | 54 |
|
|
2023
Q4 | $10.2M | Buy |
140,916
+3,250
| +2% | +$235K | 1.04% | 47 |
|
|
2023
Q3 | $8.94M | Buy |
137,666
+70,266
| +104% | +$4.57M | 1.04% | 47 |
|
|
2023
Q2 | $4.83M | Buy |
67,400
+2,097
| +3% | +$150K | 0.54% | 65 |
|
|
2023
Q1 | $4.55M | Buy |
65,303
+4,038
| +7% | +$281K | 0.55% | 66 |
|
|
2022
Q4 | $4.39M | Buy |
61,265
+5,236
| +9% | +$375K | 0.56% | 65 |
|
|
2022
Q3 | $3.68M | Buy |
56,029
+1,913
| +4% | +$126K | 0.54% | 65 |
|
|
2022
Q2 | $3.87M | Buy |
54,116
+3,584
| +7% | +$256K | 0.58% | 64 |
|
|
2022
Q1 | $3.87M | Buy |
50,532
+6,306
| +14% | +$482K | 0.53% | 64 |
|
|
2021
Q4 | $3M | Buy |
44,226
+4,337
| +11% | +$294K | 0.41% | 73 |
|
|
2021
Q3 | $2.47M | Buy |
39,889
+1,621
| +4% | +$100K | 0.4% | 73 |
|
|
2021
Q2 | $2.32M | Buy |
38,268
+3,420
| +10% | +$207K | 0.39% | 77 |
|
|
2021
Q1 | $2.22M | Buy |
34,848
+4,997
| +17% | +$318K | 0.41% | 68 |
|
|
2020
Q4 | $1.83M | Buy |
29,851
+1,432
| +5% | +$88K | 0.42% | 57 |
|
|
2020
Q3 | $1.54M | Buy |
28,419
+3,336
| +13% | +$181K | 0.42% | 57 |
|
|
2020
Q2 | $1.3M | Buy |
25,083
+4,452
| +22% | +$231K | 0.43% | 54 |
|
|
2020
Q1 | $1.15M | Buy |
20,631
+880
| +4% | +$48.8K | 0.5% | 53 |
|
|
2019
Q4 | $1.24M | Buy |
19,751
+4,099
| +26% | +$257K | 0.54% | 50 |
|
|
2019
Q3 | $969K | Buy |
15,652
+5,421
| +53% | +$336K | 0.54% | 47 |
|
|
2019
Q2 | $576K | Sell |
10,231
-4,326
| -30% | -$244K | 0.42% | 47 |
|
|
2019
Q1 | $752K | Buy |
14,557
+889
| +7% | +$45.9K | 0.59% | 36 |
|
|
2018
Q4 | $600K | Buy |
+13,668
| New | +$600K | 0.57% | 29 |
|