VFA
Values First Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
7,425
+657
| +10% | +$60.3K | 0.37% | 80 |
|
|
2025
Q1 | $622K | Buy |
6,768
+122
| +2% | +$11.2K | 0.36% | 70 |
|
|
2024
Q4 | $547K | Buy |
6,646
+3,029
| +84% | +$249K | 0.3% | 91 |
|
|
2024
Q3 | $326K | Sell |
3,617
-451
| -11% | -$40.7K | 0.18% | 120 |
|
|
2024
Q2 | $316K | Buy |
4,068
+661
| +19% | +$51.3K | 0.19% | 118 |
|
|
2024
Q1 | $244K | Buy |
+3,407
| New | +$244K | 0.14% | 140 |
|