SAG
SageView Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
4,529
+343
| +8% | +$32.3K | 0.02% | 407 |
|
|
2025
Q1 | $385K | Buy |
4,186
+87
| +2% | +$8K | 0.02% | 400 |
|
|
2024
Q4 | $337K | Buy |
4,099
+1,311
| +47% | +$108K | 0.01% | 423 |
|
|
2024
Q3 | $251K | Sell |
2,788
-4,816
| -63% | -$434K | 0.01% | 442 |
|
|
2024
Q2 | $590K | Buy |
+7,604
| New | +$590K | 0.03% | 308 |
|
|
2024
Q1 | – | Sell |
-8,441
| Closed | -$585K | – | 797 |
|
|
2023
Q4 | $585K | Buy |
+8,441
| New | +$585K | 0.03% | 363 |
|
|
2023
Q3 | – | Sell |
-3,017
| Closed | -$212K | – | 549 |
|
|
2023
Q2 | $212K | Buy |
+3,017
| New | +$212K | 0.01% | 523 |
|
|
2023
Q1 | – | Sell |
-3,558
| Closed | -$254K | – | 481 |
|
|
2022
Q4 | $254K | Buy |
+3,558
| New | +$254K | 0.02% | 357 |
|