LVW Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
21,643
+1,990
| +10% | +$183K | 0.22% | 63 |
|
|
2025
Q1 | $1.81M | Buy |
19,653
+1,087
| +6% | +$100K | 0.22% | 64 |
|
|
2024
Q4 | $1.53M | Buy |
18,566
+1,748
| +10% | +$144K | 0.18% | 78 |
|
|
2024
Q3 | $1.52M | Buy |
16,818
+1,889
| +13% | +$170K | 0.19% | 81 |
|
|
2024
Q2 | $1.16M | Buy |
14,929
+2,651
| +22% | +$206K | 0.17% | 88 |
|
|
2024
Q1 | $881K | Buy |
12,278
+1,684
| +16% | +$121K | 0.15% | 104 |
|
|
2023
Q4 | $743K | Buy |
10,594
+4,264
| +67% | +$299K | 0.14% | 110 |
|
|
2023
Q3 | $410K | Buy |
+6,330
| New | +$410K | 0.08% | 145 |
|