Miller Wealth 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 | $23K | Hold |
250
| – | – | 0.01% | 46 |
|
|
2025
Q1 | $23K | Hold |
250
| – | – | 0.01% | 42 |
|
|
2024
Q4 | $20.6K | Hold |
250
| – | – | 0.01% | 41 |
|
|
2024
Q3 | $23.2K | Hold |
250
| – | – | 0.01% | 38 |
|
|
2024
Q2 | $19.4K | Hold |
250
| – | – | 0.01% | 43 |
|
|
2024
Q1 | $17.9K | Hold |
250
| – | – | 0.01% | 44 |
|
|
2023
Q4 | $17.5K | Hold |
250
| – | – | 0.01% | 41 |
|
|
2023
Q3 | $16.2K | Hold |
250
| – | – | 0.01% | 39 |
|
|
2023
Q2 | $17.6K | Buy |
250
+150
| +150% | +$10.5K | 0.01% | 38 |
|
|
2023
Q1 | $34K | Sell |
100
-400
| -80% | -$136K | 0.17% | 24 |
|
|
2022
Q4 | $36K | Buy |
500
+200
| +67% | +$14.4K | 0.03% | 34 |
|
|
2022
Q3 | $21K | Hold |
300
| – | – | 0.02% | 56 |
|
|
2022
Q2 | $21K | Hold |
300
| – | – | 0.02% | 46 |
|
|
2022
Q1 | $22K | Hold |
300
| – | – | 0.01% | 48 |
|
|
2021
Q4 | $21K | Buy |
+300
| New | +$21K | 0.01% | 47 |
|