W Advisors LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $720K | Buy |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $543K | Hold |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $613K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $553K | Buy |
|