W Advisors LLC’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 | $735K | Sell |
8,007
-15
| -0.2% | -$1.38K | 0.42% | 56 |
|
|
2025
Q1 | $738K | Buy |
8,022
+54
| +0.7% | +$4.97K | 0.46% | 55 |
|
|
2024
Q4 | $656K | Sell |
7,968
-20
| -0.3% | -$1.65K | 0.41% | 54 |
|
|
2024
Q3 | $720K | Buy |
7,988
+87
| +1% | +$7.85K | 0.44% | 52 |
|
|
2024
Q2 | $613K | Buy |
7,901
+51
| +0.6% | +$3.96K | 0.4% | 56 |
|
|
2024
Q1 | $563K | Buy |
7,850
+36
| +0.5% | +$2.58K | 0.39% | 58 |
|
|
2023
Q4 | $548K | Buy |
7,814
+287
| +4% | +$20.1K | 0.41% | 58 |
|
|
2023
Q3 | $487K | Sell |
7,527
-200
| -3% | -$12.9K | 0.4% | 58 |
|
|
2023
Q2 | $543K | Hold |
7,727
| – | – | 0.43% | 55 |
|
|
2023
Q1 | $538K | Sell |
7,727
-105
| -1% | -$7.31K | 0.44% | 58 |
|
|
2022
Q4 | $559K | Sell |
7,832
-755
| -9% | -$53.9K | 0.47% | 53 |
|
|
2022
Q3 | $584K | Sell |
8,587
-8
| -0.1% | -$544 | 0.54% | 50 |
|
|
2022
Q2 | $613K | Buy |
8,595
+21
| +0.2% | +$1.5K | 0.53% | 48 |
|
|
2022
Q1 | $621K | Buy |
8,574
+507
| +6% | +$36.7K | 0.47% | 54 |
|
|
2021
Q4 | $553K | Buy |
+8,067
| New | +$553K | 0.41% | 60 |
|