LFAS
Level Four Advisory Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
44,489
+355
| +0.8% | +$32.6K | 0.15% | 183 |
|
|
2025
Q1 | $4.06M | Sell |
44,134
-1,711
| -4% | -$157K | 0.17% | 172 |
|
|
2024
Q4 | $3.77M | Buy |
45,845
+598
| +1% | +$49.2K | 0.15% | 169 |
|
|
2024
Q3 | $4.12M | Buy |
45,247
+941
| +2% | +$85.7K | 0.17% | 167 |
|
|
2024
Q2 | $3.44M | Sell |
44,306
-21,923
| -33% | -$1.7M | 0.15% | 181 |
|
|
2024
Q1 | $4.64M | Hold |
66,229
| – | – | 0.26% | 106 |
|
|
2023
Q4 | $4.64M | Buy |
66,229
+1,676
| +3% | +$118K | 0.26% | 101 |
|
|
2023
Q3 | $4.18M | Sell |
64,553
-7,098
| -10% | -$459K | 0.27% | 98 |
|
|
2023
Q2 | $5.03M | Sell |
71,651
-854
| -1% | -$60K | 0.3% | 75 |
|
|
2023
Q1 | $5.04M | Sell |
72,505
-9,045
| -11% | -$629K | 0.33% | 61 |
|
|
2022
Q4 | $5.82M | Buy |
81,550
+21,862
| +37% | +$1.56M | 0.43% | 53 |
|
|
2022
Q3 | $4.06M | Sell |
59,688
-2,460
| -4% | -$167K | 0.39% | 59 |
|
|
2022
Q2 | $4.43M | Sell |
62,148
-427
| -0.7% | -$30.5K | 0.42% | 61 |
|
|
2022
Q1 | $4.54M | Sell |
62,575
-4,574
| -7% | -$332K | 0.36% | 73 |
|
|
2021
Q4 | $4.61M | Buy |
67,149
+32,010
| +91% | +$2.2M | 0.35% | 69 |
|
|
2021
Q3 | $2.18M | Buy |
35,139
+84
| +0.2% | +$5.21K | 0.23% | 115 |
|
|
2021
Q2 | $2.12M | Buy |
35,055
+3,069
| +10% | +$186K | 0.15% | 159 |
|
|
2021
Q1 | $1.99M | Sell |
31,986
-303
| -0.9% | -$18.8K | 0.15% | 157 |
|
|
2020
Q4 | $1.98M | Sell |
32,289
-25,591
| -44% | -$1.57M | 0.16% | 150 |
|
|
2020
Q3 | $3.14M | Buy |
57,880
+2,643
| +5% | +$143K | 0.24% | 103 |
|
|
2020
Q2 | $2.86M | Buy |
55,237
+6,304
| +13% | +$327K | 0.22% | 117 |
|
|
2020
Q1 | $2.65M | Sell |
48,933
-16,451
| -25% | -$890K | 0.32% | 71 |
|
|
2019
Q4 | $13.1M | Buy |
65,384
+2,505
| +4% | +$501K | 0.52% | 53 |
|
|
2019
Q3 | $3.88M | Buy |
62,879
+3,430
| +6% | +$212K | 0.4% | 55 |
|
|
2019
Q2 | $3.29M | Sell |
59,449
-716
| -1% | -$39.6K | 0.33% | 67 |
|
|
2019
Q1 | $3.11M | Sell |
60,165
-21,216
| -26% | -$1.1M | 0.34% | 68 |
|
|
2018
Q4 | $3.57M | Sell |
81,381
-16,415
| -17% | -$721K | 0.45% | 54 |
|
|
2018
Q3 | $4.26M | Sell |
97,796
-2,337
| -2% | -$102K | 0.46% | 50 |
|
|
2018
Q2 | $4.64M | Buy |
100,133
+54,102
| +118% | +$2.51M | 0.34% | 70 |
|
|
2018
Q1 | $2.06M | Buy |
46,031
+9,278
| +25% | +$414K | 0.16% | 119 |
|
|
2017
Q4 | $1.77M | Buy |
36,753
+360
| +1% | +$17.3K | 0.14% | 138 |
|
|
2017
Q3 | $1.79M | Sell |
36,393
-1,772
| -5% | -$87.1K | 0.16% | 125 |
|
|
2017
Q2 | $1.93M | Sell |
38,165
-20
| -0.1% | -$1.01K | 0.3% | 86 |
|
|
2017
Q1 | $1.93M | Buy |
38,185
+5,821
| +18% | +$294K | 0.2% | 111 |
|
|
2016
Q4 | $1.59M | Buy |
+32,364
| New | +$1.59M | 0.2% | 108 |
|