V Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $964K | Sell |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $775K | Buy |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $414K | Sell |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $225K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $206K | Buy |
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|
2017
Q2 | $171K | Sell |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $254K | Buy |
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|
2016
Q1 | $241K | Buy |
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