IWA
IVC Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
5,504
-212
| -4% | -$19.5K | 0.25% | 76 |
|
|
2025
Q1 | $526K | Buy |
5,716
+4
| +0.1% | +$368 | 0.28% | 73 |
|
|
2024
Q4 | $470K | Sell |
5,712
-2,136
| -27% | -$176K | 0.26% | 77 |
|
|
2024
Q3 | $708K | Buy |
7,848
+42
| +0.5% | +$3.79K | 0.39% | 60 |
|
|
2024
Q2 | $606K | Buy |
7,806
+1,205
| +18% | +$93.5K | 0.34% | 67 |
|
|
2024
Q1 | $474K | Buy |
6,601
+258
| +4% | +$18.5K | 0.27% | 84 |
|
|
2023
Q4 | $445K | Sell |
6,343
-320
| -5% | -$22.4K | 0.28% | 84 |
|
|
2023
Q3 | $431K | Sell |
6,663
-48
| -0.7% | -$3.11K | 0.29% | 87 |
|
|
2023
Q2 | $471K | Buy |
6,711
+188
| +3% | +$13.2K | 0.3% | 84 |
|
|
2023
Q1 | $454K | Sell |
6,523
-867
| -12% | -$60.3K | 0.32% | 75 |
|
|
2022
Q4 | $528K | Sell |
7,390
-443
| -6% | -$31.6K | 0.39% | 68 |
|
|
2022
Q3 | $533K | Buy |
7,833
+1,192
| +18% | +$81.1K | 0.43% | 63 |
|
|
2022
Q2 | $474K | Sell |
6,641
-155
| -2% | -$11.1K | 0.37% | 66 |
|
|
2022
Q1 | $493K | Buy |
6,796
+171
| +3% | +$12.4K | 0.32% | 74 |
|
|
2021
Q4 | $454K | Buy |
6,625
+216
| +3% | +$14.8K | 0.29% | 90 |
|
|
2021
Q3 | $397K | Sell |
6,409
-408
| -6% | -$25.3K | 0.27% | 91 |
|
|
2021
Q2 | $412K | Buy |
6,817
+450
| +7% | +$27.2K | 0.29% | 86 |
|
|
2021
Q1 | $396K | Buy |
6,367
+325
| +5% | +$20.2K | 0.31% | 85 |
|
|
2020
Q4 | $371K | Buy |
+6,042
| New | +$371K | 0.35% | 76 |
|