Laurel Wealth Advisors (California)’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.56M	Buy	21,837 +504	+2%	+$33.7K	0.15%	148
2022 Q3	$1.45M	Sell	21,333 -1,000	-4%	-$75.8K	0.15%	148
2022 Q2	$1.59M	Sell	22,333 -63	-0.3%	-$4.63K	0.16%	137
2022 Q1	$1.62M	Sell	22,396 -610	-3%	-$41.3K	0.13%	166
2021 Q4	$1.58M	Buy	23,006 +4,760	+26%	+$303K	0.12%	171
2021 Q3	$1.13M	Sell	18,246 -373	-2%	-$24K	0.21%	116
2021 Q2	$1.13M	Sell	18,619 -616	-3%	-$39.4K	0.15%	156
2021 Q1	$1.2M	Sell	19,235 -2,683	-12%	-$161K	0.18%	133
2020 Q4	$1.35M	Buy	21,918 +811	+4%	+$48.8K	0.2%	121
2020 Q3	$1.14M	Sell	21,107 -695	-3%	-$37.1K	0.19%	125
2020 Q2	$1.13M	Sell	21,802 -1,144	-5%	-$63.6K	0.21%	120
2020 Q1	$1.24M	Sell	22,946 -3,578	-13%	-$227K	0.29%	96
2019 Q4	$1.69M	Sell	26,524 -3,165	-11%	-$196K	0.29%	96
2019 Q3	$1.83M	Buy	29,689 +2,432	+9%	+$141K	0.32%	78
2019 Q2	$1.51M	Buy	27,257 +17	+0.1%	+$910	0.34%	78
2019 Q1	$1.41M	Buy	27,240 +923	+4%	+$45.2K	0.35%	80
2018 Q4	$1.16M	Sell	26,317 -2,082	-7%	-$94.6K	0.35%	84
2018 Q3	$1.24M	Buy	28,399 +290	+1%	+$13.4K	0.31%	90
2018 Q2	$1.3M	Sell	28,109 -285	-1%	-$12.8K	0.35%	79
2018 Q1	$1.27M	Sell	28,394 -2,911	-9%	-$129K	0.39%	68
2017 Q4	$1.5M	Buy	31,305 +2,750	+10%	+$140K	0.44%	63
2017 Q3	$1.4M	Sell	28,555 -1,538	-5%	-$74.6K	0.48%	62
2017 Q2	$1.44M	Buy	30,093 +48	+0.2%	+$2.41K	0.52%	57
2017 Q1	$1.5M	Buy	30,045 +251	+0.8%	+$12.4K	0.58%	49
2016 Q4	$1.47M	Sell	29,794 -619	-2%	-$30.4K	0.66%	41
2016 Q3	$1.56M	Buy	30,413 +137	+0.5%	+$7.21K	0.76%	34
2016 Q2	$1.62M	Buy	30,276 +11	+0%	+$553	0.79%	30
2016 Q1	$1.57M	Sell	30,265 -1,348	-4%	-$65.7K	0.8%	32
2015 Q4	$1.48M	Buy	+31,613	New	+$1.43M	0.77%	29