O3W
Omni 360 Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
4,011
+4
| +0.1% | +$367 | 0.18% | 110 |
|
|
2025
Q1 | $368K | Buy |
4,007
+4
| +0.1% | +$368 | 0.22% | 92 |
|
|
2024
Q4 | $330K | Buy |
4,003
+17
| +0.4% | +$1.4K | 0.21% | 91 |
|
|
2024
Q3 | $359K | Hold |
3,986
| – | – | 0.24% | 88 |
|
|
2024
Q2 | $309K | Buy |
3,986
+41
| +1% | +$3.18K | 0.23% | 89 |
|
|
2024
Q1 | $283K | Sell |
3,945
-61
| -2% | -$4.38K | 0.23% | 90 |
|
|
2023
Q4 | $281K | Buy |
+4,006
| New | +$281K | 0.26% | 79 |
|