MCWA
Meadow Creek Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
3,496
+338
| +11% | +$31K | 0.22% | 102 |
|
|
2025
Q1 | $290K | Buy |
3,158
+19
| +0.6% | +$1.75K | 0.22% | 100 |
|
|
2024
Q4 | $258K | Sell |
3,139
-484
| -13% | -$39.8K | 0.19% | 108 |
|
|
2024
Q3 | $327K | Buy |
3,623
+387
| +12% | +$34.9K | 0.26% | 94 |
|
|
2024
Q2 | $251K | Buy |
3,236
+400
| +14% | +$31K | 0.24% | 100 |
|
|
2024
Q1 | $203K | Buy |
+2,836
| New | +$203K | 0.14% | 127 |
|
|
2022
Q2 | – | Sell |
-3,490
| Closed | -$253K | – | 102 |
|
|
2022
Q1 | $253K | Sell |
3,490
-5,622
| -62% | -$408K | 0.27% | 93 |
|
|
2021
Q4 | $625K | Buy |
+9,112
| New | +$625K | 0.59% | 36 |
|
|
2019
Q4 | $566K | Buy |
+8,893
| New | +$566K | 0.78% | 30 |
|