LA
Lifeworks Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Buy |
86,873
+1,594
| +2% | +$146K | 1.19% | 19 |
|
|
2025
Q1 | $7.84M | Buy |
85,279
+20,953
| +33% | +$1.93M | 1.3% | 18 |
|
|
2024
Q4 | $5.3M | Buy |
64,326
+58,769
| +1,058% | +$4.84M | 0.96% | 28 |
|
|
2024
Q3 | $501K | Buy |
5,557
+1,510
| +37% | +$136K | 0.1% | 161 |
|
|
2024
Q2 | $314K | Buy |
4,047
+579
| +17% | +$44.9K | 0.09% | 172 |
|
|
2024
Q1 | $249K | Sell |
3,468
-212
| -6% | -$15.2K | 0.07% | 204 |
|
|
2023
Q4 | $258K | Sell |
3,680
-337
| -8% | -$23.6K | 0.09% | 175 |
|
|
2023
Q3 | $260K | Buy |
+4,017
| New | +$260K | 0.1% | 161 |
|