SWA
SFMG Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
6,309
-419
| -6% | -$38.5K | 0.04% | 137 |
|
|
2025
Q1 | $619K | Buy |
6,728
+575
| +9% | +$52.9K | 0.05% | 132 |
|
|
2024
Q4 | $507K | Hold |
6,153
| – | – | 0.04% | 149 |
|
|
2024
Q3 | $555K | Sell |
6,153
-60
| -1% | -$5.41K | 0.05% | 130 |
|
|
2024
Q2 | $482K | Buy |
6,213
+10
| +0.2% | +$776 | 0.04% | 145 |
|
|
2024
Q1 | $445K | Buy |
6,203
+31
| +0.5% | +$2.22K | 0.04% | 156 |
|
|
2023
Q4 | $433K | Sell |
6,172
-117
| -2% | -$8.2K | 0.04% | 154 |
|
|
2023
Q3 | $407K | Buy |
6,289
+1,640
| +35% | +$106K | 0.04% | 150 |
|
|
2023
Q2 | $327K | Sell |
4,649
-398
| -8% | -$28K | 0.03% | 168 |
|
|
2023
Q1 | $351K | Buy |
5,047
+269
| +6% | +$18.7K | 0.04% | 165 |
|
|
2022
Q4 | $341K | Buy |
4,778
+5
| +0.1% | +$357 | 0.04% | 168 |
|
|
2022
Q3 | $294K | Buy |
4,773
+5
| +0.1% | +$308 | 0.03% | 175 |
|
|
2022
Q2 | $340K | Sell |
4,768
-95
| -2% | -$6.77K | 0.04% | 169 |
|
|
2022
Q1 | $353K | Sell |
4,863
-336
| -6% | -$24.4K | 0.03% | 184 |
|
|
2021
Q4 | $357K | Buy |
+5,199
| New | +$357K | 0.03% | 179 |
|
|
2018
Q1 | – | Sell |
-4,331
| Closed | -$208K | – | 156 |
|
|
2017
Q4 | $208K | Sell |
4,331
-819
| -16% | -$39.3K | 0.03% | 132 |
|
|
2017
Q3 | $253K | Sell |
5,150
-1,285
| -20% | -$63.1K | 0.05% | 108 |
|
|
2017
Q2 | $308K | Buy |
6,435
+29
| +0.5% | +$1.39K | 0.06% | 91 |
|
|
2017
Q1 | $319K | Buy |
6,406
+28
| +0.4% | +$1.39K | 0.06% | 85 |
|
|
2016
Q4 | $314K | Buy |
6,378
+29
| +0.5% | +$1.43K | 0.07% | 84 |
|
|
2016
Q3 | $326K | Buy |
6,349
+27
| +0.4% | +$1.39K | 0.07% | 78 |
|
|
2016
Q2 | $339K | Buy |
6,322
+152
| +2% | +$8.15K | 0.08% | 80 |
|
|
2016
Q1 | $319K | Buy |
6,170
+427
| +7% | +$22.1K | 0.07% | 74 |
|
|
2015
Q4 | $269K | Buy |
5,743
+29
| +0.5% | +$1.36K | 0.06% | 92 |
|
|
2015
Q3 | $255K | Sell |
5,714
-44
| -0.8% | -$1.96K | 0.06% | 96 |
|
|
2015
Q2 | $241K | Sell |
5,758
-6,333
| -52% | -$265K | 0.05% | 96 |
|
|
2015
Q1 | $535K | Buy |
12,091
+6,395
| +112% | +$283K | 0.04% | 99 |
|
|
2014
Q4 | $280K | Buy |
5,696
+77
| +1% | +$3.79K | 0.06% | 91 |
|
|
2014
Q3 | $245K | Buy |
5,619
+1,164
| +26% | +$50.8K | 0.08% | 70 |
|
|
2014
Q2 | $202K | Buy |
+4,455
| New | +$202K | 0.07% | 77 |
|