SIA
Schechter Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.78M | Sell |
19,305
-2,630
| -12% | -$242K | 0.15% | 134 |
|
|
2024
Q4 | $1.81M | Sell |
21,935
-1,084
| -5% | -$89.2K | 0.14% | 140 |
|
|
2024
Q3 | $2.08M | Sell |
23,019
-54
| -0.2% | -$4.87K | 0.15% | 129 |
|
|
2024
Q2 | $1.79M | Buy |
23,073
+10,415
| +82% | +$808K | 0.13% | 139 |
|
|
2024
Q1 | $908K | Buy |
12,658
+577
| +5% | +$41.4K | 0.07% | 263 |
|
|
2023
Q4 | $847K | Buy |
12,081
+407
| +3% | +$28.5K | 0.07% | 259 |
|
|
2023
Q3 | $756K | Buy |
11,674
+1,237
| +12% | +$80.1K | 0.07% | 268 |
|
|
2023
Q2 | $733K | Buy |
10,437
+2,063
| +25% | +$145K | 0.07% | 308 |
|
|
2023
Q1 | $583K | Buy |
8,374
+595
| +8% | +$41.4K | 0.05% | 376 |
|
|
2022
Q4 | $555K | Buy |
7,779
+343
| +5% | +$24.5K | 0.05% | 476 |
|
|
2022
Q3 | $505K | Buy |
7,436
+488
| +7% | +$33.1K | 0.05% | 506 |
|
|
2022
Q2 | $495K | Buy |
6,948
+1,195
| +21% | +$85.1K | 0.05% | 530 |
|
|
2022
Q1 | $417K | Buy |
5,753
+612
| +12% | +$44.4K | 0.04% | 587 |
|
|
2021
Q4 | $352K | Buy |
+5,141
| New | +$352K | 0.03% | 623 |
|