USAdvisors Wealth Management’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 | $274K | Sell |
2,989
-338
| -10% | -$31K | 0.1% | 104 |
|
|
2025
Q1 | $305K | Buy |
3,327
+77
| +2% | +$7.06K | 0.11% | 102 |
|
|
2024
Q4 | $267K | Buy |
3,250
+72
| +2% | +$5.92K | 0.09% | 113 |
|
|
2024
Q3 | $286K | Sell |
3,178
-176
| -5% | -$15.8K | 0.1% | 103 |
|
|
2024
Q2 | $260K | Buy |
3,354
+60
| +2% | +$4.65K | 0.09% | 105 |
|
|
2024
Q1 | $234K | Buy |
3,294
+127
| +4% | +$9.02K | 0.09% | 118 |
|
|
2023
Q4 | $222K | Buy |
+3,167
| New | +$222K | 0.09% | 120 |
|
|
2022
Q2 | – | Sell |
-2,820
| Closed | -$204K | – | 120 |
|
|
2022
Q1 | $204K | Sell |
2,820
-894
| -24% | -$64.7K | 0.09% | 119 |
|
|
2021
Q4 | $255K | Buy |
3,714
+363
| +11% | +$24.9K | 0.1% | 104 |
|
|
2021
Q3 | $208K | Buy |
+3,351
| New | +$208K | 0.09% | 108 |
|