PFWA
Paces Ferry Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
3,872
-106
| -3% | -$9.73K | 0.16% | 80 |
|
|
2025
Q1 | $366K | Buy |
3,978
+15
| +0.4% | +$1.38K | 0.18% | 77 |
|
|
2024
Q4 | $326K | Buy |
3,963
+11
| +0.3% | +$906 | 0.16% | 84 |
|
|
2024
Q3 | $356K | Sell |
3,952
-55
| -1% | -$4.96K | 0.21% | 78 |
|
|
2024
Q2 | $311K | Sell |
4,007
-190
| -5% | -$14.7K | 0.19% | 84 |
|
|
2024
Q1 | $301K | Sell |
4,197
-759
| -15% | -$54.4K | 0.19% | 85 |
|
|
2023
Q4 | $348K | Buy |
4,956
+454
| +10% | +$31.8K | 0.24% | 77 |
|
|
2023
Q3 | $291K | Sell |
4,502
-346
| -7% | -$22.4K | 0.23% | 81 |
|
|
2023
Q2 | $341K | Sell |
4,848
-2,511
| -34% | -$176K | 0.26% | 72 |
|
|
2023
Q1 | $512K | Buy |
7,359
+4,523
| +159% | +$315K | 0.41% | 51 |
|
|
2022
Q4 | $202K | Sell |
2,836
-5,627
| -66% | -$402K | 0.2% | 106 |
|
|
2022
Q3 | $575K | Sell |
8,463
-323
| -4% | -$21.9K | 0.63% | 38 |
|
|
2022
Q2 | $627K | Sell |
8,786
-801
| -8% | -$57.2K | 0.62% | 39 |
|
|
2022
Q1 | $695K | Buy |
9,587
+5
| +0.1% | +$362 | 0.55% | 40 |
|
|
2021
Q4 | $657K | Buy |
9,582
+341
| +4% | +$23.4K | 0.47% | 46 |
|
|
2021
Q3 | $573K | Buy |
9,241
+337
| +4% | +$20.9K | 0.46% | 52 |
|
|
2021
Q2 | $539K | Buy |
8,904
+212
| +2% | +$12.8K | 0.41% | 57 |
|
|
2021
Q1 | $540K | Buy |
8,692
+302
| +4% | +$18.8K | 0.47% | 51 |
|
|
2020
Q4 | $515K | Sell |
8,390
-5
| -0.1% | -$307 | 0.47% | 51 |
|
|
2020
Q3 | $455K | Buy |
+8,395
| New | +$455K | 0.4% | 58 |
|