LFA
Legacy Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
5,663
+238
| +4% | +$21.9K | 0.08% | 198 |
|
|
2025
Q1 | $499K | Buy |
5,425
+394
| +8% | +$36.2K | 0.08% | 194 |
|
|
2024
Q4 | $414K | Sell |
5,031
-1
| -0% | -$82 | 0.07% | 223 |
|
|
2024
Q3 | $454K | Sell |
5,032
-123
| -2% | -$11.1K | 0.08% | 211 |
|
|
2024
Q2 | $400K | Buy |
5,155
+138
| +3% | +$10.7K | 0.07% | 209 |
|
|
2024
Q1 | $360K | Buy |
5,017
+142
| +3% | +$10.2K | 0.06% | 217 |
|
|
2023
Q4 | $342K | Buy |
4,875
+371
| +8% | +$26K | 0.07% | 212 |
|
|
2023
Q3 | $292K | Buy |
4,504
+222
| +5% | +$14.4K | 0.06% | 205 |
|
|
2023
Q2 | $301K | Sell |
4,282
-310
| -7% | -$21.8K | 0.06% | 198 |
|
|
2023
Q1 | $320K | Sell |
4,592
-118
| -3% | -$8.21K | 0.07% | 180 |
|
|
2022
Q4 | $336K | Buy |
+4,710
| New | +$336K | 0.07% | 160 |
|
|
2019
Q2 | – | Sell |
-507
| Closed | -$26K | – | 779 |
|
|
2019
Q1 | $26K | Buy |
507
+188
| +59% | +$9.64K | 0.01% | 405 |
|
|
2018
Q4 | $14K | Buy |
319
+221
| +226% | +$9.7K | 0.01% | 491 |
|
|
2018
Q3 | $4K | Hold |
98
| – | – | ﹤0.01% | 738 |
|
|
2018
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 708 |
|
|
2018
Q1 | $4K | Sell |
98
-55
| -36% | -$2.25K | ﹤0.01% | 694 |
|
|
2017
Q4 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 578 |
|