NRW
Nova R Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,618
+2
| +0.1% | +$184 | 0.11% | 75 |
|
|
2025
Q1 | $241K | Buy |
2,616
+2
| +0.1% | +$184 | 0.12% | 74 |
|
|
2024
Q4 | $215K | Buy |
2,614
+2
| +0.1% | +$165 | 0.11% | 78 |
|
|
2024
Q3 | $236K | Buy |
2,612
+2
| +0.1% | +$180 | 0.12% | 75 |
|
|
2024
Q2 | $202K | Buy |
+2,610
| New | +$202K | 0.1% | 81 |
|
|
2023
Q3 | – | Sell |
-2,889
| Closed | -$203K | – | 60 |
|
|
2023
Q2 | $203K | Buy |
2,889
+5
| +0.2% | +$351 | 0.14% | 59 |
|
|
2023
Q1 | $201K | Buy |
+2,884
| New | +$201K | 0.14% | 72 |
|
|
2022
Q3 | – | Sell |
-2,869
| Closed | -$205K | – | 72 |
|
|
2022
Q2 | $205K | Buy |
2,869
+4
| +0.1% | +$286 | 0.17% | 70 |
|
|
2022
Q1 | $208K | Buy |
+2,865
| New | +$208K | 0.18% | 69 |
|