TLA
Tanglewood Legacy Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Hold |
508
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $46.7K | Hold |
508
| – | – | 0.02% | 175 |
|
|
2024
Q4 | $41.8K | Hold |
508
| – | – | 0.02% | 184 |
|
|
2024
Q3 | $45.8K | Hold |
508
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $39.4K | Hold |
508
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $36.4K | Hold |
508
| – | – | 0.02% | 179 |
|
|
2023
Q4 | $35.6K | Hold |
508
| – | – | 0.02% | 176 |
|
|
2023
Q3 | $32.9K | Hold |
508
| – | – | 0.02% | 184 |
|
|
2023
Q2 | $35.7K | Hold |
508
| – | – | 0.02% | 182 |
|
|
2023
Q1 | $35.3K | Hold |
508
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $36.3K | Buy |
+508
| New | +$36.3K | 0.03% | 149 |
|