RWPA
Richard W. Paul & Associates’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18K | Sell |
100
-35
| -26% | -$3.21K | ﹤0.01% | 244 |
|
|
2025
Q1 | $12.4K | Sell |
135
-760
| -85% | -$69.9K | ﹤0.01% | 233 |
|
|
2024
Q4 | $73.7K | Buy |
895
+123
| +16% | +$10.1K | 0.03% | 201 |
|
|
2024
Q3 | $69.6K | Sell |
772
-110
| -12% | -$9.91K | 0.03% | 198 |
|
|
2024
Q2 | $68.4K | Sell |
882
-40
| -4% | -$3.1K | 0.03% | 199 |
|
|
2024
Q1 | $66.1K | Sell |
922
-9
| -1% | -$646 | 0.03% | 207 |
|
|
2023
Q4 | $65.3K | Sell |
931
-48
| -5% | -$3.37K | 0.03% | 208 |
|
|
2023
Q3 | $63.4K | Sell |
979
-34
| -3% | -$2.2K | 0.03% | 198 |
|
|
2023
Q2 | $71.2K | Sell |
1,013
-41
| -4% | -$2.88K | 0.03% | 207 |
|
|
2023
Q1 | $73.3K | Buy |
1,054
+15
| +1% | +$1.04K | 0.03% | 207 |
|
|
2022
Q4 | $74.2K | Buy |
+1,039
| New | +$74.2K | 0.04% | 203 |
|