SWA
Sutton Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $104K | Buy |
1,601
+100
| +7% | +$6.47K | 0.05% | 169 |
|
|
2023
Q2 | $105K | Sell |
1,501
-3
| -0.2% | -$211 | 0.05% | 164 |
|
|
2023
Q1 | $105K | Sell |
1,504
-2,444
| -62% | -$170K | 0.06% | 155 |
|
|
2022
Q4 | $282K | Buy |
3,948
+140
| +4% | +$10K | 0.11% | 140 |
|
|
2022
Q3 | $259K | Buy |
3,808
+10
| +0.3% | +$680 | 0.11% | 141 |
|
|
2022
Q2 | $271K | Buy |
3,798
+27
| +0.7% | +$1.93K | 0.11% | 133 |
|
|
2022
Q1 | $273K | Buy |
3,771
+31
| +0.8% | +$2.25K | 0.09% | 148 |
|
|
2021
Q4 | $256K | Hold |
3,740
| – | – | 0.09% | 156 |
|
|
2021
Q3 | $232K | Sell |
3,740
-282
| -7% | -$17.5K | 0.09% | 164 |
|
|
2021
Q2 | $243K | Buy |
4,022
+156
| +4% | +$9.44K | 0.09% | 159 |
|
|
2021
Q1 | $240K | Buy |
3,866
+85
| +2% | +$5.28K | 0.09% | 154 |
|
|
2020
Q4 | $232K | Buy |
3,781
+131
| +4% | +$8.05K | 0.1% | 144 |
|
|
2020
Q3 | $198K | Buy |
3,650
+23
| +0.6% | +$1.25K | 0.1% | 142 |
|
|
2020
Q2 | $188K | Buy |
3,627
+118
| +3% | +$6.12K | 0.1% | 146 |
|
|
2020
Q1 | $190K | Buy |
3,509
+529
| +18% | +$28.6K | 0.12% | 135 |
|
|
2019
Q4 | $190K | Hold |
2,980
| – | – | 0.1% | 156 |
|
|
2019
Q3 | $184K | Hold |
2,980
| – | – | 0.1% | 156 |
|
|
2019
Q2 | $165K | Hold |
2,980
| – | – | 0.09% | 161 |
|
|
2019
Q1 | $154K | Hold |
2,980
| – | – | 0.09% | 163 |
|
|
2018
Q4 | $131K | Sell |
2,980
-190
| -6% | -$8.35K | 0.08% | 169 |
|
|
2018
Q3 | $138K | Sell |
3,170
-3
| -0.1% | -$131 | 0.09% | 168 |
|
|
2018
Q2 | $147K | Sell |
3,173
-9
| -0.3% | -$417 | 0.1% | 157 |
|
|
2018
Q1 | $142K | Hold |
3,182
| – | – | 0.1% | 161 |
|
|
2017
Q4 | $153K | Hold |
3,182
| – | – | 0.11% | 152 |
|
|
2017
Q3 | $156K | Hold |
3,182
| – | – | 0.12% | 147 |
|
|
2017
Q2 | $152K | Buy |
3,182
+3
| +0.1% | +$144 | 0.12% | 145 |
|
|
2017
Q1 | $158K | Sell |
3,179
-36
| -1% | -$1.79K | 0.13% | 132 |
|
|
2016
Q4 | $158K | Hold |
3,215
| – | – | 0.14% | 125 |
|
|
2016
Q3 | $165K | Hold |
3,215
| – | – | 0.15% | 115 |
|
|
2016
Q2 | $172K | Buy |
3,215
+103
| +3% | +$5.52K | 0.16% | 107 |
|
|
2016
Q1 | $161K | Buy |
+3,112
| New | +$161K | 0.15% | 117 |
|