SFWA
Summit Financial Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $492K | Sell |
5,347
-150
| -3% | -$13.8K | 0.1% | 89 |
|
|
2024
Q4 | $462K | Sell |
5,497
-203
| -4% | -$17K | 0.09% | 96 |
|
|
2024
Q3 | $514K | Hold |
5,700
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $442K | Sell |
5,700
-1,021
| -15% | -$79.2K | 0.09% | 84 |
|
|
2024
Q1 | $482K | Buy |
6,721
+321
| +5% | +$23K | 0.1% | 82 |
|
|
2023
Q4 | $449K | Buy |
6,400
+50
| +0.8% | +$3.51K | 0.1% | 84 |
|
|
2023
Q3 | $436K | Buy |
6,350
+1,000
| +19% | +$68.7K | 0.11% | 78 |
|
|
2023
Q2 | $376K | Hold |
5,350
| – | – | 0.09% | 90 |
|
|
2023
Q1 | $372K | Hold |
5,350
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $382K | Hold |
5,350
| – | – | 0.09% | 92 |
|
|
2022
Q3 | $349K | Sell |
5,350
-50
| -0.9% | -$3.26K | 0.1% | 87 |
|
|
2022
Q2 | $393K | Buy |
5,400
+200
| +4% | +$14.6K | 0.09% | 91 |
|
|
2022
Q1 | $377K | Hold |
5,200
| – | – | 0.08% | 96 |
|
|
2021
Q4 | $354K | Hold |
5,200
| – | – | 0.07% | 100 |
|
|
2021
Q3 | $322K | Hold |
5,200
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $315K | Sell |
5,200
-100
| -2% | -$6.06K | 0.07% | 98 |
|
|
2021
Q1 | $326K | Hold |
5,300
| – | – | 0.08% | 83 |
|
|
2020
Q4 | $287K | Sell |
5,300
-300
| -5% | -$16.2K | 0.08% | 86 |
|
|
2020
Q3 | $330K | Hold |
5,600
| – | – | 0.09% | 87 |
|
|
2020
Q2 | $297K | Hold |
5,600
| – | – | 0.08% | 93 |
|
|
2020
Q1 | $310K | Hold |
5,600
| – | – | 0.1% | 91 |
|
|
2019
Q4 | $391K | Sell |
5,600
-1,024
| -15% | -$71.5K | 0.1% | 103 |
|
|
2019
Q3 | $408K | Hold |
6,624
| – | – | 0.1% | 109 |
|
|
2019
Q2 | $366K | Hold |
6,624
| – | – | 0.09% | 113 |
|
|
2019
Q1 | $341K | Hold |
6,624
| – | – | 0.09% | 101 |
|
|
2018
Q4 | $291K | Sell |
6,624
-671
| -9% | -$29.5K | 0.09% | 99 |
|
|
2018
Q3 | $322K | Buy |
7,295
+2,594
| +55% | +$114K | 0.1% | 100 |
|
|
2018
Q2 | $210K | Hold |
4,701
| – | – | 0.07% | 126 |
|
|
2018
Q1 | $210K | Sell |
4,701
-283
| -6% | -$12.6K | 0.07% | 135 |
|
|
2017
Q4 | $240K | Sell |
4,984
-17
| -0.3% | -$819 | 0.08% | 122 |
|
|
2017
Q3 | $246K | Sell |
5,001
-10,140
| -67% | -$499K | 0.09% | 118 |
|
|
2017
Q2 | $725K | Sell |
15,141
-225
| -1% | -$10.8K | 0.29% | 77 |
|
|
2017
Q1 | $765K | Sell |
15,366
-9,352
| -38% | -$466K | 0.33% | 72 |
|
|
2016
Q4 | $1.22M | Buy |
24,718
+320
| +1% | +$15.7K | 0.53% | 52 |
|
|
2016
Q3 | $1.25M | Sell |
24,398
-13,492
| -36% | -$692K | 0.54% | 49 |
|
|
2016
Q2 | $2.03M | Sell |
37,890
-650
| -2% | -$34.9K | 0.85% | 36 |
|
|
2016
Q1 | $1.99M | Buy |
38,540
+320
| +0.8% | +$16.6K | 0.87% | 35 |
|
|
2015
Q4 | $1.79M | Buy |
38,220
+2,452
| +7% | +$115K | 0.82% | 38 |
|
|
2015
Q3 | $1.6M | Sell |
35,768
-50
| -0.1% | -$2.23K | 1.03% | 33 |
|
|
2015
Q2 | $1.5M | Sell |
35,818
-1,995
| -5% | -$83.5K | 0.93% | 32 |
|
|
2015
Q1 | $1.64M | Sell |
37,813
-5,872
| -13% | -$255K | 1.11% | 29 |
|
|
2014
Q4 | $2.15M | Buy |
+43,685
| New | +$2.15M | 1.49% | 25 |
|