Pacific Capital 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
Q1 | – | Sell |
-815
| Closed | -$67.1K | – | 327 |
|
|
2024
Q4 | $67.1K | Hold |
815
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $73.5K | Hold |
815
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $63.2K | Sell |
815
-59
| -7% | -$4.58K | 0.01% | 137 |
|
|
2024
Q1 | $62.7K | Buy |
874
+59
| +7% | +$4.23K | 0.01% | 123 |
|
|
2023
Q4 | $57.1K | Buy |
+815
| New | +$57.1K | 0.01% | 123 |
|
|
2020
Q4 | – | Sell |
-815
| Closed | -$44K | – | 172 |
|
|
2020
Q3 | $44K | Buy |
+815
| New | +$44K | 0.03% | 109 |
|