Heritage Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
6,229
+125
| +2% | +$11.5K | 0.03% | 120 |
|
|
2025
Q1 | $561K | Sell |
6,104
-223
| -4% | -$20.5K | 0.03% | 117 |
|
|
2024
Q4 | $521K | Buy |
6,327
+153
| +2% | +$12.6K | 0.03% | 133 |
|
|
2024
Q3 | $557K | Buy |
6,174
+70
| +1% | +$6.31K | 0.03% | 132 |
|
|
2024
Q2 | $473K | Hold |
6,104
| – | – | 0.02% | 141 |
|
|
2024
Q1 | $438K | Hold |
6,104
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $428K | Hold |
6,104
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $395K | Sell |
6,104
-600
| -9% | -$38.8K | 0.02% | 146 |
|
|
2023
Q2 | $471K | Sell |
6,704
-81
| -1% | -$5.69K | 0.02% | 140 |
|
|
2023
Q1 | $472K | Buy |
6,785
+2,733
| +67% | +$190K | 0.03% | 132 |
|
|
2022
Q4 | $289K | Hold |
4,052
| – | – | 0.02% | 174 |
|
|
2022
Q3 | $276K | Hold |
4,052
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $289K | Buy |
4,052
+600
| +17% | +$42.8K | 0.02% | 160 |
|
|
2022
Q1 | $250K | Hold |
3,452
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $237K | Sell |
3,452
-200
| -5% | -$13.7K | 0.01% | 195 |
|
|
2021
Q3 | $226K | Hold |
3,652
| – | – | 0.01% | 189 |
|
|
2021
Q2 | $221K | Buy |
3,652
+81
| +2% | +$4.9K | 0.01% | 196 |
|
|
2021
Q1 | $222K | Sell |
3,571
-328
| -8% | -$20.4K | 0.01% | 196 |
|
|
2020
Q4 | $240K | Buy |
3,899
+274
| +8% | +$16.9K | 0.02% | 184 |
|
|
2020
Q3 | $197K | Hold |
3,625
| – | – | 0.03% | 151 |
|
|
2020
Q2 | $188K | Hold |
3,625
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $196K | Sell |
3,625
-2,461
| -40% | -$133K | 0.04% | 130 |
|
|
2019
Q4 | $388K | Buy |
6,086
+586
| +11% | +$37.3K | 0.05% | 123 |
|
|
2019
Q3 | $339K | Hold |
5,500
| – | – | 0.05% | 122 |
|
|
2019
Q2 | $304K | Hold |
5,500
| – | – | 0.05% | 118 |
|
|
2019
Q1 | $284K | Buy |
5,500
+2,000
| +57% | +$103K | 0.05% | 112 |
|
|
2018
Q4 | $153K | Hold |
3,500
| – | – | 0.03% | 137 |
|
|
2018
Q3 | $152K | Buy |
+3,500
| New | +$152K | 0.03% | 133 |
|