Visionary Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04M | Buy |
98,495
+2,275
| +2% | +$209K | 0.46% | 56 |
|
|
2025
Q1 | $8.85M | Sell |
96,220
-2,512
| -3% | -$231K | 0.53% | 51 |
|
|
2024
Q4 | $8.13M | Buy |
98,732
+409
| +0.4% | +$33.7K | 0.48% | 57 |
|
|
2024
Q3 | $8.87M | Sell |
98,323
-9,708
| -9% | -$875K | 0.54% | 53 |
|
|
2024
Q2 | $8.38M | Buy |
108,031
+2,832
| +3% | +$220K | 0.55% | 52 |
|
|
2024
Q1 | $7.55M | Buy |
105,199
+11,221
| +12% | +$805K | 0.51% | 52 |
|
|
2023
Q4 | $6.59M | Buy |
93,978
+1,122
| +1% | +$78.7K | 0.48% | 57 |
|
|
2023
Q3 | $6.01M | Buy |
92,856
+540
| +0.6% | +$34.9K | 0.49% | 55 |
|
|
2023
Q2 | $6.49M | Buy |
92,316
+1,392
| +2% | +$97.8K | 0.52% | 48 |
|
|
2023
Q1 | $6.33M | Buy |
90,924
+5,926
| +7% | +$412K | 0.54% | 51 |
|
|
2022
Q4 | $6.07M | Buy |
84,998
+5,853
| +7% | +$418K | 0.56% | 50 |
|
|
2022
Q3 | $5.38M | Buy |
79,145
+2,555
| +3% | +$174K | 0.56% | 48 |
|
|
2022
Q2 | $5.46M | Buy |
76,590
+5,745
| +8% | +$410K | 0.49% | 55 |
|
|
2022
Q1 | $5.14M | Buy |
70,845
+7,658
| +12% | +$555K | 0.41% | 64 |
|
|
2021
Q4 | $4.33M | Buy |
63,187
+4,190
| +7% | +$287K | 0.36% | 71 |
|
|
2021
Q3 | $3.66M | Buy |
58,997
+581
| +1% | +$36K | 0.38% | 71 |
|
|
2021
Q2 | $3.54M | Buy |
58,416
+1,214
| +2% | +$73.5K | 0.36% | 74 |
|
|
2021
Q1 | $3.56M | Buy |
57,202
+4,133
| +8% | +$257K | 0.37% | 74 |
|
|
2020
Q4 | $3.26M | Buy |
53,069
+1,183
| +2% | +$72.7K | 0.37% | 72 |
|
|
2020
Q3 | $2.81M | Buy |
51,886
+47,412
| +1,060% | +$2.57M | 0.4% | 68 |
|
|
2020
Q2 | $232K | Buy |
4,474
+39
| +0.9% | +$2.02K | 0.04% | 207 |
|
|
2020
Q1 | $240K | Sell |
4,435
-56
| -1% | -$3.03K | 0.05% | 169 |
|
|
2019
Q4 | $286K | Buy |
+4,491
| New | +$286K | 0.05% | 169 |
|