TA
TruWealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
5,369
-1
| -0% | -$92 | 0.03% | 114 |
|
|
2025
Q1 | $494K | Sell |
5,370
-67
| -1% | -$6.16K | 0.03% | 109 |
|
|
2024
Q4 | $448K | Buy |
5,437
+204
| +4% | +$16.8K | 0.03% | 111 |
|
|
2024
Q3 | $472K | Sell |
5,233
-204
| -4% | -$18.4K | 0.03% | 107 |
|
|
2024
Q2 | $422K | Buy |
5,437
+105
| +2% | +$8.14K | 0.03% | 110 |
|
|
2024
Q1 | $383K | Buy |
5,332
+257
| +5% | +$18.4K | 0.03% | 115 |
|
|
2023
Q4 | $356K | Sell |
5,075
-131
| -3% | -$9.19K | 0.03% | 106 |
|
|
2023
Q3 | $337K | Buy |
5,206
+126
| +2% | +$8.15K | 0.03% | 104 |
|
|
2023
Q2 | $357K | Hold |
5,080
| – | – | 0.03% | 100 |
|
|
2023
Q1 | $353K | Buy |
5,080
+1,353
| +36% | +$94.1K | 0.03% | 104 |
|
|
2022
Q4 | $266K | Sell |
3,727
-212
| -5% | -$15.1K | 0.03% | 121 |
|
|
2022
Q3 | $268K | Buy |
3,939
+2
| +0.1% | +$136 | 0.03% | 113 |
|
|
2022
Q2 | $281K | Buy |
3,937
+302
| +8% | +$21.6K | 0.03% | 107 |
|
|
2022
Q1 | $264K | Buy |
3,635
+2
| +0.1% | +$145 | 0.03% | 102 |
|
|
2021
Q4 | $249K | Buy |
3,633
+2
| +0.1% | +$137 | 0.03% | 107 |
|
|
2021
Q3 | $225K | Buy |
3,631
+2
| +0.1% | +$124 | 0.03% | 109 |
|
|
2021
Q2 | $220K | Buy |
3,629
+5
| +0.1% | +$303 | 0.03% | 107 |
|
|
2021
Q1 | $225K | Buy |
3,624
+136
| +4% | +$8.44K | 0.03% | 101 |
|
|
2020
Q4 | $214K | Buy |
+3,488
| New | +$214K | 0.03% | 104 |
|