PWA
Primoris Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
17,294
-1,200
| -6% | -$110K | 1.08% | 31 |
|
|
2025
Q1 | $1.7M | Hold |
18,494
| – | – | 1.32% | 27 |
|
|
2024
Q4 | $1.52M | Hold |
18,494
| – | – | 1.16% | 27 |
|
|
2024
Q3 | $1.67M | Hold |
18,494
| – | – | 1.21% | 29 |
|
|
2024
Q2 | $1.43M | Buy |
+18,494
| New | +$1.43M | 1.15% | 28 |
|