TrueWealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
43,346
+1,664
| +4% | +$153K | 1.18% | 17 |
|
|
2025
Q1 | $3.83M | Buy |
41,682
+785
| +2% | +$72.2K | 1.26% | 18 |
|
|
2024
Q4 | $3.37M | Sell |
40,897
-123
| -0.3% | -$10.1K | 1.12% | 19 |
|
|
2024
Q3 | $3.7M | Buy |
41,020
+202
| +0.5% | +$18.2K | 1.24% | 17 |
|
|
2024
Q2 | $3.17M | Buy |
40,818
+2,431
| +6% | +$189K | 1.17% | 16 |
|
|
2024
Q1 | $2.75M | Buy |
38,387
+1,326
| +4% | +$95.1K | 1.06% | 21 |
|
|
2023
Q4 | $2.6M | Buy |
37,061
+12,932
| +54% | +$907K | 1.01% | 21 |
|
|
2023
Q3 | $1.56M | Buy |
24,129
+518
| +2% | +$33.5K | 0.66% | 32 |
|
|
2023
Q2 | $1.66M | Buy |
23,611
+3,225
| +16% | +$227K | 0.68% | 33 |
|
|
2023
Q1 | $1.42M | Buy |
20,386
+1,350
| +7% | +$93.9K | 0.6% | 38 |
|
|
2022
Q4 | $1.36M | Buy |
19,036
+2,923
| +18% | +$209K | 0.59% | 37 |
|
|
2022
Q3 | $1.1M | Sell |
16,113
-374
| -2% | -$25.4K | 0.52% | 37 |
|
|
2022
Q2 | $1.18M | Buy |
16,487
+3,968
| +32% | +$283K | 0.55% | 39 |
|
|
2022
Q1 | $859K | Hold |
12,519
| – | – | 0.39% | 56 |
|
|
2021
Q4 | $859K | Buy |
12,519
+3,559
| +40% | +$244K | 0.39% | 56 |
|
|
2021
Q3 | $555K | Buy |
8,960
+30
| +0.3% | +$1.86K | 0.31% | 69 |
|
|
2021
Q2 | $540K | Buy |
8,930
+884
| +11% | +$53.5K | 0.32% | 64 |
|
|
2021
Q1 | $532K | Buy |
8,046
+1,497
| +23% | +$99K | 0.35% | 61 |
|
|
2020
Q4 | $401K | Buy |
+6,549
| New | +$401K | 0.34% | 56 |
|