VWA
Valued Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Buy |
40
+10
| +33% | +$911 | ﹤0.01% | 323 |
|
|
2025
Q1 | $2.79K | Hold |
30
| – | – | ﹤0.01% | 378 |
|
|
2024
Q4 | $2.48K | Buy |
30
+5
| +20% | +$413 | ﹤0.01% | 386 |
|
|
2024
Q3 | $2.26K | Buy |
25
+14
| +127% | +$1.27K | ﹤0.01% | 355 |
|
|
2024
Q2 | $854 | Sell |
11
-4
| -27% | -$311 | ﹤0.01% | 456 |
|
|
2024
Q1 | $1.08K | Buy |
15
+8
| +114% | +$574 | ﹤0.01% | 431 |
|
|
2023
Q4 | $454 | Buy |
+7
| New | +$454 | ﹤0.01% | 440 |
|