WAOTB
Wealth Advisors of Tampa Bay’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,369
| Closed | -$126K | – | 140 |
|
|
2025
Q1 | $126K | Buy |
+1,369
| New | +$126K | 0.05% | 98 |
|
|
2023
Q2 | – | Sell |
-51,200
| Closed | -$3.56M | – | 81 |
|
|
2023
Q1 | $3.56M | Buy |
51,200
+136
| +0.3% | +$9.46K | 2.04% | 20 |
|
|
2022
Q4 | $3.65M | Buy |
51,064
+7,680
| +18% | +$548K | 2.26% | 15 |
|
|
2022
Q3 | $2.95M | Sell |
43,384
-46,706
| -52% | -$3.18M | 2.02% | 20 |
|
|
2022
Q2 | $6.42M | Sell |
90,090
-1,508
| -2% | -$108K | 1.98% | 20 |
|
|
2022
Q1 | $6.64M | Buy |
91,598
+20
| +0% | +$1.45K | 1.8% | 23 |
|
|
2021
Q4 | $6.28M | Buy |
91,578
+46,545
| +103% | +$3.19M | 1.54% | 27 |
|
|
2021
Q3 | $2.79M | Sell |
45,033
-419
| -0.9% | -$26K | 1.54% | 29 |
|
|
2021
Q2 | $2.75M | Buy |
45,452
+565
| +1% | +$34.2K | 1.53% | 30 |
|
|
2021
Q1 | $2.79M | Buy |
44,887
+2,300
| +5% | +$143K | 1.65% | 25 |
|
|
2020
Q4 | $2.62M | Buy |
42,587
+133
| +0.3% | +$8.17K | 1.82% | 22 |
|
|
2020
Q3 | $2.3M | Buy |
42,454
+2,435
| +6% | +$132K | 1.71% | 25 |
|
|
2020
Q2 | $2.08M | Buy |
+40,019
| New | +$2.08M | 1.73% | 27 |
|