GWANC
Guardian Wealth Advisors (North Carolina)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
14,055
+1,358
| +11% | +$125K | 0.09% | 115 |
|
|
2025
Q1 | $1.17M | Sell |
12,697
-327
| -3% | -$30.1K | 0.09% | 117 |
|
|
2024
Q4 | $1.07M | Buy |
13,024
+686
| +6% | +$56.5K | 0.08% | 123 |
|
|
2024
Q3 | $1.11M | Hold |
12,338
| – | – | 0.12% | 96 |
|
|
2024
Q2 | $957K | Sell |
12,338
-22
| -0.2% | -$1.71K | 0.11% | 101 |
|
|
2024
Q1 | $887K | Buy |
12,360
+593
| +5% | +$42.5K | 0.11% | 109 |
|
|
2023
Q4 | $825K | Buy |
11,767
+150
| +1% | +$10.5K | 0.13% | 100 |
|
|
2023
Q3 | $752K | Sell |
11,617
-144
| -1% | -$9.32K | 0.13% | 96 |
|
|
2023
Q2 | $826K | Sell |
11,761
-779
| -6% | -$54.7K | 0.14% | 87 |
|
|
2023
Q1 | $873K | Sell |
12,540
-6
| -0% | -$417 | 0.15% | 79 |
|
|
2022
Q4 | $896K | Hold |
12,546
| – | – | 0.17% | 74 |
|
|
2022
Q3 | $853K | Sell |
12,546
-3,779
| -23% | -$257K | 0.16% | 72 |
|
|
2022
Q2 | $1.16M | Buy |
16,325
+7,295
| +81% | +$520K | 0.21% | 54 |
|
|
2022
Q1 | $655K | Buy |
+9,030
| New | +$655K | 0.28% | 62 |
|