OHWA
Oak Hill Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
4,475
+400
| +10% | +$36.5K | 0.08% | 103 |
|
|
2025
Q1 | $375K | Hold |
4,075
| – | – | 0.09% | 99 |
|
|
2024
Q4 | $335K | Buy |
+4,075
| New | +$335K | 0.08% | 100 |
|
|
2024
Q3 | – | Sell |
-3,775
| Closed | -$293K | – | 86 |
|
|
2024
Q2 | $293K | Buy |
+3,775
| New | +$293K | 0.09% | 87 |
|
|
2024
Q1 | – | Sell |
-3,775
| Closed | -$265K | – | 79 |
|
|
2023
Q4 | $265K | Sell |
3,775
-772
| -17% | -$54.1K | 0.09% | 89 |
|
|
2023
Q3 | $294K | Hold |
4,547
| – | – | 0.11% | 81 |
|
|
2023
Q2 | $319K | Sell |
4,547
-152
| -3% | -$10.7K | 0.12% | 79 |
|
|
2023
Q1 | $327K | Sell |
4,699
-200
| -4% | -$13.9K | 0.13% | 82 |
|
|
2022
Q4 | $350K | Buy |
+4,899
| New | +$350K | 0.14% | 76 |
|