SVWAG
Sound View Wealth Advisors Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71M | Buy |
94,829
+2,695
| +3% | +$247K | 0.64% | 41 |
|
|
2025
Q1 | $8.47M | Sell |
92,134
-1,899
| -2% | -$175K | 0.7% | 38 |
|
|
2024
Q4 | $7.74M | Buy |
94,033
+2,111
| +2% | +$174K | 0.62% | 40 |
|
|
2024
Q3 | $8.29M | Buy |
91,922
+4,603
| +5% | +$415K | 0.68% | 40 |
|
|
2024
Q2 | $6.77M | Sell |
87,319
-2,429
| -3% | -$188K | 0.7% | 41 |
|
|
2024
Q1 | $6.44M | Sell |
89,748
-2,755
| -3% | -$198K | 0.69% | 41 |
|
|
2023
Q4 | $6.49M | Buy |
92,503
+568
| +0.6% | +$39.8K | 0.72% | 38 |
|
|
2023
Q3 | $5.95M | Buy |
91,935
+1,205
| +1% | +$78K | 0.74% | 38 |
|
|
2023
Q2 | $6.37M | Sell |
90,730
-1,409
| -2% | -$99K | 0.84% | 31 |
|
|
2023
Q1 | $6.41M | Sell |
92,139
-364
| -0.4% | -$25.3K | 0.88% | 30 |
|
|
2022
Q4 | $6.49M | Buy |
92,503
+14,491
| +19% | +$1.02M | 0.72% | 38 |
|
|
2022
Q3 | $5.31M | Sell |
78,012
-2,007
| -3% | -$136K | 1.19% | 20 |
|
|
2022
Q2 | $5.71M | Sell |
80,019
-2,042
| -2% | -$146K | 1.19% | 20 |
|
|
2022
Q1 | $5.95M | Sell |
82,061
-1,113
| -1% | -$80.7K | 1.13% | 23 |
|
|
2021
Q4 | $5.7M | Buy |
83,174
+2,444
| +3% | +$168K | 1.08% | 24 |
|
|
2021
Q3 | $5M | Sell |
80,730
-2,611
| -3% | -$162K | 1.04% | 23 |
|
|
2021
Q2 | $5.04M | Sell |
83,341
-283
| -0.3% | -$17.1K | 1.06% | 25 |
|
|
2021
Q1 | $5.2M | Sell |
83,624
-1,748
| -2% | -$109K | 1.21% | 20 |
|
|
2020
Q4 | $5.24M | Buy |
85,372
+303
| +0.4% | +$18.6K | 1.28% | 19 |
|
|
2020
Q3 | $4.61M | Buy |
85,069
+662
| +0.8% | +$35.9K | 1.21% | 22 |
|
|
2020
Q2 | $4.38M | Buy |
84,407
+3,101
| +4% | +$161K | 1.23% | 22 |
|
|
2020
Q1 | $4.4M | Buy |
81,306
+6,590
| +9% | +$357K | 1.52% | 14 |
|
|
2019
Q4 | $4.76M | Sell |
74,716
-5,013
| -6% | -$319K | 1.34% | 17 |
|
|
2019
Q3 | $4.93M | Sell |
79,729
-3,515
| -4% | -$217K | 1.47% | 14 |
|
|
2019
Q2 | $4.6M | Buy |
+83,244
| New | +$4.6M | 1.36% | 16 |
|