Octavia 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 | $246K | Sell |
2,684
-208
| -7% | -$19.1K | 0.03% | 194 |
|
|
2025
Q1 | $266K | Hold |
2,892
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $238K | Sell |
2,892
-258
| -8% | -$21.2K | 0.03% | 198 |
|
|
2024
Q3 | $284K | Buy |
3,150
+3
| +0.1% | +$271 | 0.04% | 174 |
|
|
2024
Q2 | $244K | Buy |
3,147
+90
| +3% | +$6.98K | 0.03% | 191 |
|
|
2024
Q1 | $219K | Sell |
3,057
-347
| -10% | -$24.9K | 0.03% | 199 |
|
|
2023
Q4 | $239K | Sell |
3,404
-258
| -7% | -$18.1K | 0.04% | 197 |
|
|
2023
Q3 | $237K | Buy |
3,662
+331
| +10% | +$21.4K | 0.05% | 175 |
|
|
2023
Q2 | $234K | Buy |
3,331
+103
| +3% | +$7.24K | 0.05% | 170 |
|
|
2023
Q1 | $225K | Buy |
3,228
+78
| +2% | +$5.43K | 0.05% | 167 |
|
|
2022
Q4 | $225K | Buy |
3,150
+68
| +2% | +$4.86K | 0.06% | 165 |
|
|
2022
Q3 | $210K | Buy |
3,082
+148
| +5% | +$10.1K | 0.06% | 161 |
|
|
2022
Q2 | $209K | Sell |
2,934
-757
| -21% | -$53.9K | 0.05% | 163 |
|
|
2022
Q1 | $268K | Buy |
3,691
+45
| +1% | +$3.27K | 0.06% | 153 |
|
|
2021
Q4 | $250K | Buy |
3,646
+208
| +6% | +$14.3K | 0.05% | 172 |
|
|
2021
Q3 | $212K | Buy |
+3,438
| New | +$212K | 0.05% | 172 |
|
|
2021
Q2 | – | Sell |
-3,702
| Closed | -$230K | – | 174 |
|
|
2021
Q1 | $230K | Buy |
3,702
+79
| +2% | +$4.91K | 0.07% | 153 |
|
|
2020
Q4 | $223K | Buy |
+3,623
| New | +$223K | 0.07% | 144 |
|