RPWA
Regent Peak Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.66M | Sell |
18,085
-100
| -0.5% | -$9.2K | 0.39% | 35 |
|
|
2024
Q4 | $1.5M | Buy |
18,185
+61
| +0.3% | +$5.02K | 0.34% | 40 |
|
|
2024
Q3 | $1.63M | Sell |
18,124
-378
| -2% | -$34.1K | 0.38% | 51 |
|
|
2024
Q2 | $1.44M | Buy |
18,502
+188
| +1% | +$14.6K | 0.33% | 57 |
|
|
2024
Q1 | $1.31M | Buy |
18,314
+49
| +0.3% | +$3.52K | 0.33% | 53 |
|
|
2023
Q4 | $1.28M | Sell |
18,265
-4,649
| -20% | -$326K | 0.35% | 51 |
|
|
2023
Q3 | $1.48M | Sell |
22,914
-45
| -0.2% | -$2.91K | 0.45% | 46 |
|
|
2023
Q2 | $1.61M | Sell |
22,959
-3,169
| -12% | -$223K | 0.47% | 48 |
|
|
2023
Q1 | $1.82M | Sell |
26,128
-39,053
| -60% | -$2.72M | 0.56% | 46 |
|
|
2022
Q4 | $4.9M | Sell |
65,181
-539
| -0.8% | -$40.5K | 1.61% | 14 |
|
|
2022
Q3 | $4.87M | Buy |
65,720
+45,100
| +219% | +$3.34M | 1.71% | 15 |
|
|
2022
Q2 | $1.47M | Buy |
20,620
+50
| +0.2% | +$3.57K | 0.48% | 49 |
|
|
2022
Q1 | $1.49M | Buy |
20,570
+98
| +0.5% | +$7.11K | 0.43% | 48 |
|
|
2021
Q4 | $1.4M | Buy |
20,472
+80
| +0.4% | +$5.49K | 0.38% | 51 |
|
|
2021
Q3 | $1.26M | Buy |
20,392
+32
| +0.2% | +$1.98K | 0.36% | 54 |
|
|
2021
Q2 | $1.3M | Buy |
20,360
+6,392
| +46% | +$408K | 0.36% | 53 |
|
|
2021
Q1 | $868K | Sell |
13,968
-50
| -0.4% | -$3.11K | 0.29% | 62 |
|
|
2020
Q4 | $861K | Buy |
14,018
+9,162
| +189% | +$563K | 0.29% | 61 |
|
|
2020
Q3 | $263K | Sell |
4,856
-16,928
| -78% | -$917K | 0.11% | 104 |
|
|
2020
Q2 | $1.13M | Buy |
21,784
+16,597
| +320% | +$861K | 0.51% | 49 |
|
|
2020
Q1 | $280K | Buy |
5,187
+1,208
| +30% | +$65.2K | 0.16% | 89 |
|
|
2019
Q4 | $253K | Buy |
+3,979
| New | +$253K | 0.12% | 113 |
|