VA
Valmark Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
14,584
+1,922
| +15% | +$176K | 0.02% | 282 |
|
|
2025
Q1 | $1.16M | Buy |
12,662
+1,255
| +11% | +$115K | 0.02% | 286 |
|
|
2024
Q4 | $939K | Sell |
11,407
-338
| -3% | -$27.8K | 0.01% | 318 |
|
|
2024
Q3 | $1.06M | Buy |
11,745
+452
| +4% | +$40.8K | 0.02% | 294 |
|
|
2024
Q2 | $876K | Sell |
11,293
-66
| -0.6% | -$5.12K | 0.01% | 304 |
|
|
2024
Q1 | $815K | Buy |
11,359
+50
| +0.4% | +$3.59K | 0.01% | 301 |
|
|
2023
Q4 | $793K | Sell |
11,309
-1,189
| -10% | -$83.4K | 0.01% | 285 |
|
|
2023
Q3 | $809K | Buy |
12,498
+22
| +0.2% | +$1.42K | 0.02% | 248 |
|
|
2023
Q2 | $876K | Sell |
12,476
-740
| -6% | -$52K | 0.02% | 244 |
|
|
2023
Q1 | $920K | Buy |
13,216
+2,705
| +26% | +$188K | 0.02% | 231 |
|
|
2022
Q4 | $751K | Sell |
10,511
-130
| -1% | -$9.28K | 0.02% | 247 |
|
|
2022
Q3 | $724K | Sell |
10,641
-132
| -1% | -$8.98K | 0.01% | 227 |
|
|
2022
Q2 | $768K | Sell |
10,773
-46
| -0.4% | -$3.28K | 0.01% | 230 |
|
|
2022
Q1 | $784K | Buy |
10,819
+1,005
| +10% | +$72.8K | 0.01% | 238 |
|
|
2021
Q4 | $673K | Buy |
9,814
+929
| +10% | +$63.7K | 0.01% | 251 |
|
|
2021
Q3 | $551K | Sell |
8,885
-1,293
| -13% | -$80.2K | 0.01% | 264 |
|
|
2021
Q2 | $616K | Buy |
10,178
+2,705
| +36% | +$164K | 0.01% | 259 |
|
|
2021
Q1 | $465K | Buy |
7,473
+2,034
| +37% | +$127K | 0.01% | 276 |
|
|
2020
Q4 | $334K | Sell |
5,439
-1,282
| -19% | -$78.7K | 0.01% | 285 |
|
|
2020
Q3 | $364K | Sell |
6,721
-255
| -4% | -$13.8K | 0.01% | 206 |
|
|
2020
Q2 | $362K | Buy |
6,976
+2,493
| +56% | +$129K | 0.01% | 196 |
|
|
2020
Q1 | $243K | Sell |
4,483
-181
| -4% | -$9.81K | 0.01% | 203 |
|
|
2019
Q4 | $297K | Buy |
4,664
+94
| +2% | +$5.99K | 0.01% | 196 |
|
|
2019
Q3 | $282K | Buy |
4,570
+528
| +13% | +$32.6K | 0.01% | 199 |
|
|
2019
Q2 | $223K | Buy |
+4,042
| New | +$223K | ﹤0.01% | 210 |
|