SOA Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7K | Buy |
585
+3
| +0.5% | +$275 | 0.01% | 360 |
|
|
2025
Q1 | $53.6K | Buy |
582
+2
| +0.3% | +$184 | 0.01% | 332 |
|
|
2024
Q4 | $47.8K | Sell |
580
-98
| -14% | -$8.07K | 0.01% | 334 |
|
|
2024
Q3 | $61.1K | Buy |
678
+3
| +0.4% | +$270 | 0.01% | 293 |
|
|
2024
Q2 | $52.4K | Sell |
675
-106
| -14% | -$8.23K | 0.01% | 298 |
|
|
2024
Q1 | $56K | Buy |
781
+3
| +0.4% | +$215 | 0.01% | 293 |
|
|
2023
Q4 | $54.6K | Sell |
778
-16
| -2% | -$1.12K | 0.01% | 287 |
|
|
2023
Q3 | $51.4K | Buy |
794
+164
| +26% | +$10.6K | 0.01% | 279 |
|
|
2023
Q2 | $44.2K | Buy |
630
+3
| +0.5% | +$211 | 0.01% | 307 |
|
|
2023
Q1 | $43.6K | Buy |
627
+3
| +0.5% | +$209 | 0.01% | 301 |
|
|
2022
Q4 | $44.6K | Sell |
624
-71
| -10% | -$5.07K | 0.01% | 295 |
|
|
2022
Q3 | $47K | Buy |
695
+76
| +12% | +$5.14K | 0.01% | 274 |
|
|
2022
Q2 | $44K | Sell |
619
-10
| -2% | -$711 | 0.01% | 280 |
|
|
2022
Q1 | $45K | Buy |
629
+2
| +0.3% | +$143 | 0.01% | 326 |
|
|
2021
Q4 | $42K | Buy |
627
+3
| +0.5% | +$201 | 0.01% | 321 |
|
|
2021
Q3 | $38K | Buy |
624
+76
| +14% | +$4.63K | 0.01% | 347 |
|
|
2021
Q2 | $33K | Buy |
548
+28
| +5% | +$1.69K | 0.01% | 371 |
|
|
2021
Q1 | $32K | Sell |
520
-15
| -3% | -$923 | 0.01% | 324 |
|
|
2020
Q4 | $32K | Buy |
+535
| New | +$32K | 0.01% | 321 |
|