VWA
V Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,224
| Closed | -$578K | – | 318 |
|
|
2023
Q2 | $578K | Buy |
8,224
+36
| +0.4% | +$2.53K | 0.1% | 180 |
|
|
2023
Q1 | $570K | Sell |
8,188
-493
| -6% | -$34.3K | 0.11% | 181 |
|
|
2022
Q4 | $620K | Sell |
8,681
-6,314
| -42% | -$451K | 0.13% | 165 |
|
|
2022
Q3 | $1.02M | Buy |
14,995
+446
| +3% | +$30.3K | 0.2% | 110 |
|
|
2022
Q2 | $1.04M | Buy |
14,549
+1,246
| +9% | +$88.8K | 0.2% | 126 |
|
|
2022
Q1 | $964K | Sell |
13,303
-214
| -2% | -$15.5K | 0.15% | 157 |
|
|
2021
Q4 | $927K | Buy |
13,517
+1,012
| +8% | +$69.4K | 0.14% | 168 |
|
|
2021
Q3 | $775K | Buy |
12,505
+123
| +1% | +$7.62K | 0.12% | 180 |
|
|
2021
Q2 | $749K | Sell |
12,382
-1,673
| -12% | -$101K | 0.12% | 193 |
|
|
2021
Q1 | $873K | Sell |
14,055
-3,687
| -21% | -$229K | 0.16% | 157 |
|
|
2020
Q4 | $1.09M | Buy |
17,742
+10,115
| +133% | +$621K | 0.23% | 116 |
|
|
2020
Q3 | $414K | Sell |
7,627
-3,091
| -29% | -$168K | 0.29% | 88 |
|
|
2020
Q2 | $556K | Buy |
10,718
+4,460
| +71% | +$231K | 0.14% | 173 |
|
|
2020
Q1 | $339K | Buy |
6,258
+2,615
| +72% | +$142K | 0.11% | 197 |
|
|
2019
Q4 | $225K | Hold |
3,643
| – | – | 0.08% | 248 |
|
|
2019
Q3 | $225K | Buy |
+3,643
| New | +$225K | 0.08% | 250 |
|
|
2017
Q4 | – | Sell |
-4,218
| Closed | -$206K | – | 219 |
|
|
2017
Q3 | $206K | Buy |
4,218
+673
| +19% | +$32.9K | 0.1% | 177 |
|
|
2017
Q2 | $171K | Sell |
3,545
-552
| -13% | -$26.6K | 0.08% | 193 |
|
|
2017
Q1 | $203K | Buy |
+4,097
| New | +$203K | 0.12% | 171 |
|
|
2016
Q4 | – | Sell |
-4,429
| Closed | -$227K | – | 187 |
|
|
2016
Q3 | $227K | Sell |
4,429
-296
| -6% | -$15.2K | 0.18% | 149 |
|
|
2016
Q2 | $254K | Buy |
4,725
+4
| +0.1% | +$215 | 0.21% | 131 |
|
|
2016
Q1 | $241K | Buy |
+4,721
| New | +$241K | 0.19% | 121 |
|