LWA
Lineweaver Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
20,154
+1,849
| +10% | +$170K | 0.29% | 70 |
|
|
2025
Q1 | $1.68M | Buy |
18,305
+2,111
| +13% | +$194K | 0.29% | 72 |
|
|
2024
Q4 | $1.33M | Buy |
16,194
+1,469
| +10% | +$121K | 0.25% | 79 |
|
|
2024
Q3 | $1.33M | Buy |
14,725
+461
| +3% | +$41.6K | 0.25% | 74 |
|
|
2024
Q2 | $1.11M | Buy |
14,264
+408
| +3% | +$31.7K | 0.23% | 77 |
|
|
2024
Q1 | $994K | Buy |
13,856
+1,946
| +16% | +$140K | 0.24% | 80 |
|
|
2023
Q4 | $836K | Buy |
11,910
+5,586
| +88% | +$392K | 0.22% | 83 |
|
|
2023
Q3 | $409K | Buy |
+6,324
| New | +$409K | 0.12% | 104 |
|