IAA
Independent Advisor Alliance’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
124,108
-2,052
| -2% | -$188K | 0.33% | 51 |
|
|
2025
Q1 | $11.6M | Sell |
126,160
-13,759
| -10% | -$1.27M | 0.38% | 43 |
|
|
2024
Q4 | $11.5M | Buy |
139,919
+5,725
| +4% | +$471K | 0.15% | 148 |
|
|
2024
Q3 | $12.1M | Buy |
134,194
+7,443
| +6% | +$671K | 0.44% | 38 |
|
|
2024
Q2 | $9.83M | Buy |
126,751
+5,411
| +4% | +$420K | 0.34% | 51 |
|
|
2024
Q1 | $8.7M | Sell |
121,340
-2,685
| -2% | -$193K | 0.31% | 61 |
|
|
2023
Q4 | $8.7M | Sell |
124,025
-2,397
| -2% | -$168K | 0.31% | 60 |
|
|
2023
Q3 | $8.18M | Buy |
126,422
+10,689
| +9% | +$692K | 0.37% | 55 |
|
|
2023
Q2 | $8.13M | Buy |
115,733
+500
| +0.4% | +$35.1K | 0.36% | 61 |
|
|
2023
Q1 | $8.02M | Buy |
115,233
+7,264
| +7% | +$505K | 0.39% | 57 |
|
|
2022
Q4 | $7.71K | Buy |
107,969
+7,758
| +8% | +$554 | ﹤0.01% | 177 |
|
|
2022
Q3 | $6.81M | Sell |
100,211
-132,192
| -57% | -$8.99M | 0.4% | 63 |
|
|
2022
Q2 | $16.6M | Sell |
232,403
-497
| -0.2% | -$35.4K | 0.93% | 20 |
|
|
2022
Q1 | $16.9M | Sell |
232,900
-16,694
| -7% | -$1.21M | 0.81% | 25 |
|
|
2021
Q4 | $17.1M | Buy |
249,594
+8,429
| +3% | +$578K | 0.84% | 22 |
|
|
2021
Q3 | $14.9M | Buy |
241,165
+12,327
| +5% | +$764K | 0.83% | 25 |
|
|
2021
Q2 | $13.8M | Buy |
228,838
+6,029
| +3% | +$365K | 0.76% | 25 |
|
|
2021
Q1 | $13.9M | Buy |
222,809
+5,009
| +2% | +$311K | 0.82% | 26 |
|
|
2020
Q4 | $13.4M | Buy |
217,800
+4,057
| +2% | +$249K | 0.91% | 25 |
|
|
2020
Q3 | $11.6M | Sell |
213,743
-686
| -0.3% | -$37.2K | 0.88% | 25 |
|
|
2020
Q2 | $11.1M | Buy |
214,429
+11,818
| +6% | +$613K | 1.19% | 14 |
|
|
2020
Q1 | $11M | Sell |
202,611
-40,557
| -17% | -$2.2M | 1.6% | 11 |
|
|
2019
Q4 | $15.5M | Sell |
243,168
-5,305
| -2% | -$338K | 0.68% | 24 |
|
|
2019
Q3 | $15.3M | Buy |
248,473
+7,013
| +3% | +$433K | 1.87% | 6 |
|
|
2019
Q2 | $12.2M | Buy |
241,460
+38,287
| +19% | +$1.94M | 1.77% | 8 |
|
|
2019
Q1 | $10.5M | Buy |
203,173
+12,346
| +6% | +$638K | 1.48% | 12 |
|
|
2018
Q4 | $8.42M | Buy |
190,827
+31,347
| +20% | +$1.38M | 1.49% | 12 |
|
|
2018
Q3 | $6.65M | Buy |
159,480
+8,004
| +5% | +$334K | 1.2% | 13 |
|
|
2018
Q2 | $6.76M | Buy |
151,476
+12,566
| +9% | +$561K | 1.41% | 9 |
|
|
2018
Q1 | $6.14M | Buy |
138,910
+6,805
| +5% | +$301K | 1.37% | 10 |
|
|
2017
Q4 | $6.24M | Buy |
132,105
+4,962
| +4% | +$234K | 1.39% | 13 |
|
|
2017
Q3 | $6.31M | Buy |
127,143
+16,900
| +15% | +$839K | 1.74% | 11 |
|
|
2017
Q2 | $5.21M | Buy |
110,243
+50,813
| +86% | +$2.4M | 1.66% | 12 |
|
|
2017
Q1 | $3M | Buy |
59,430
+3,562
| +6% | +$180K | 0.47% | 61 |
|
|
2016
Q4 | $2.74M | Buy |
+55,868
| New | +$2.74M | 1.18% | 21 |
|