HNWAG
High Net Worth Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
15,700
-189
| -1% | -$17.4K | 0.38% | 59 |
|
|
2025
Q1 | $1.46M | Sell |
15,889
-1,181
| -7% | -$109K | 0.41% | 58 |
|
|
2024
Q4 | $1.41M | Hold |
17,070
| – | – | 0.39% | 62 |
|
|
2024
Q3 | $1.54M | Hold |
17,070
| – | – | 0.42% | 56 |
|
|
2024
Q2 | $1.32M | Buy |
17,070
+89
| +0.5% | +$6.9K | 0.4% | 58 |
|
|
2024
Q1 | $1.22M | Buy |
16,981
+617
| +4% | +$44.3K | 0.38% | 62 |
|
|
2023
Q4 | $1.15M | Sell |
16,364
-1,990
| -11% | -$140K | 0.43% | 56 |
|
|
2023
Q3 | $1.19M | Sell |
18,354
-678
| -4% | -$43.9K | 0.48% | 55 |
|
|
2023
Q2 | $1.34M | Buy |
19,032
+648
| +4% | +$45.5K | 0.52% | 51 |
|
|
2023
Q1 | $1.28M | Buy |
18,384
+364
| +2% | +$25.3K | 0.52% | 54 |
|
|
2022
Q4 | $1.29M | Buy |
18,020
+6,996
| +63% | +$500K | 0.5% | 52 |
|
|
2022
Q3 | $750K | Hold |
11,024
| – | – | 0.32% | 75 |
|
|
2022
Q2 | $786K | Sell |
11,024
-100
| -0.9% | -$7.13K | 0.33% | 74 |
|
|
2022
Q1 | $807K | Hold |
11,124
| – | – | 0.29% | 77 |
|
|
2021
Q4 | $763K | Buy |
+11,124
| New | +$763K | 0.27% | 76 |
|