GWA
Gratus Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
4,980
-1,030
| -17% | -$94.6K | 0.07% | 98 |
|
|
2025
Q1 | $553K | Buy |
6,010
+201
| +3% | +$18.5K | 0.09% | 88 |
|
|
2024
Q4 | $478K | Sell |
5,809
-928
| -14% | -$76.4K | 0.08% | 90 |
|
|
2024
Q3 | $599K | Buy |
6,737
+1,081
| +19% | +$96.1K | 0.1% | 85 |
|
|
2024
Q2 | $460K | Buy |
5,656
+169
| +3% | +$13.8K | 0.08% | 94 |
|
|
2024
Q1 | $387K | Buy |
+5,487
| New | +$387K | 0.07% | 100 |
|