WAS
Wealth Advisory Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,761
| Closed | -$269K | – | 137 |
|
|
2022
Q4 | $269K | Sell |
3,761
-1,900
| -34% | -$136K | 0.07% | 112 |
|
|
2022
Q3 | $385K | Sell |
5,661
-1,266
| -18% | -$86.1K | 0.11% | 104 |
|
|
2022
Q2 | $494K | Sell |
6,927
-250
| -3% | -$17.8K | 0.12% | 99 |
|
|
2022
Q1 | $520K | Buy |
+7,177
| New | +$520K | 0.11% | 103 |
|
|
2021
Q3 | $480K | Buy |
7,749
+2,117
| +38% | +$131K | 0.11% | 110 |
|
|
2021
Q2 | $341K | Buy |
+5,632
| New | +$341K | 0.08% | 121 |
|
|
2021
Q1 | – | Sell |
-12,291
| Closed | -$755K | – | 194 |
|
|
2020
Q4 | $755K | Buy |
12,291
+848
| +7% | +$52.1K | 0.2% | 72 |
|
|
2020
Q3 | $620K | Buy |
11,443
+991
| +9% | +$53.7K | 0.16% | 93 |
|
|
2020
Q2 | $541K | Buy |
+10,452
| New | +$541K | 0.15% | 104 |
|
|
2020
Q1 | – | Sell |
-4,256
| Closed | -$271K | – | 192 |
|
|
2019
Q4 | $271K | Buy |
+4,256
| New | +$271K | 0.07% | 155 |
|