LWAM
Legacy Wealth Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Sell |
9,824
-45
| -0.5% | -$4.13K | 0.23% | 111 |
|
|
2025
Q1 | $907K | Sell |
9,869
-164
| -2% | -$15.1K | 0.25% | 102 |
|
|
2024
Q4 | $826K | Sell |
10,033
-129
| -1% | -$10.6K | 0.22% | 118 |
|
|
2024
Q3 | $916K | Sell |
10,162
-26
| -0.3% | -$2.35K | 0.25% | 107 |
|
|
2024
Q2 | $790K | Sell |
10,188
-1,095
| -10% | -$84.9K | 0.22% | 120 |
|
|
2024
Q1 | $809K | Buy |
11,283
+124
| +1% | +$8.9K | 0.23% | 122 |
|
|
2023
Q4 | $782K | Buy |
11,159
+5
| +0% | +$351 | 0.26% | 113 |
|
|
2023
Q3 | $722K | Sell |
11,154
-2
| -0% | -$129 | 0.26% | 117 |
|
|
2023
Q2 | $784K | Sell |
11,156
-441
| -4% | -$31K | 0.27% | 103 |
|
|
2023
Q1 | $807K | Buy |
11,597
+13
| +0.1% | +$905 | 0.29% | 101 |
|
|
2022
Q4 | $827K | Buy |
11,584
+195
| +2% | +$13.9K | 0.32% | 104 |
|
|
2022
Q3 | $774K | Sell |
11,389
-2,856
| -20% | -$194K | 0.34% | 95 |
|
|
2022
Q2 | $1.02M | Sell |
14,245
-5
| -0% | -$357 | 0.41% | 73 |
|
|
2022
Q1 | $1.03M | Buy |
14,250
+341
| +2% | +$24.7K | 0.37% | 89 |
|
|
2021
Q4 | $954K | Buy |
13,909
+1,226
| +10% | +$84.1K | 0.32% | 118 |
|
|
2021
Q3 | $786K | Buy |
12,683
+134
| +1% | +$8.3K | 0.36% | 112 |
|
|
2021
Q2 | $759K | Buy |
12,549
+314
| +3% | +$19K | 0.34% | 123 |
|
|
2021
Q1 | $761K | Buy |
12,235
+291
| +2% | +$18.1K | 0.35% | 111 |
|
|
2020
Q4 | $734K | Buy |
+11,944
| New | +$734K | 0.37% | 99 |
|