WAAG
Wealth Alliance Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Hold |
6,884
| – | – | 0.12% | 98 |
|
|
2025
Q1 | $633K | Hold |
6,884
| – | – | 0.13% | 97 |
|
|
2024
Q4 | $567K | Hold |
6,884
| – | – | 0.12% | 99 |
|
|
2024
Q3 | $621K | Hold |
6,884
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $534K | Hold |
6,884
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $494K | Hold |
6,884
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $483K | Hold |
6,884
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $446K | Hold |
6,884
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $484K | Sell |
6,884
-27
| -0.4% | -$1.9K | 0.17% | 90 |
|
|
2023
Q1 | $481K | Hold |
6,911
| – | – | 0.18% | 90 |
|
|
2022
Q4 | $494K | Sell |
6,911
-11
| -0.2% | -$786 | 0.19% | 82 |
|
|
2022
Q3 | $471K | Sell |
6,922
-100
| -1% | -$6.8K | 0.21% | 76 |
|
|
2022
Q2 | $501K | Sell |
7,022
-20
| -0.3% | -$1.43K | 0.24% | 72 |
|
|
2022
Q1 | $511K | Hold |
7,042
| – | – | 0.22% | 75 |
|
|
2021
Q4 | $483K | Hold |
7,042
| – | – | 0.21% | 80 |
|
|
2021
Q3 | $436K | Buy |
7,042
+25
| +0.4% | +$1.55K | 0.21% | 80 |
|
|
2021
Q2 | $425K | Hold |
7,017
| – | – | 0.21% | 81 |
|
|
2021
Q1 | $436K | Sell |
7,017
-315
| -4% | -$19.6K | 0.22% | 75 |
|
|
2020
Q4 | $450K | Buy |
7,332
+23
| +0.3% | +$1.41K | 0.24% | 71 |
|
|
2020
Q3 | $396K | Sell |
7,309
-160
| -2% | -$8.67K | 0.23% | 65 |
|
|
2020
Q2 | $387K | Buy |
7,469
+129
| +2% | +$6.68K | 0.24% | 66 |
|
|
2020
Q1 | $397K | Sell |
7,340
-73
| -1% | -$3.95K | 0.31% | 60 |
|
|
2019
Q4 | $472K | Buy |
7,413
+100
| +1% | +$6.37K | 0.27% | 62 |
|
|
2019
Q3 | $450K | Hold |
7,313
| – | – | 0.28% | 62 |
|
|
2019
Q2 | $410K | Hold |
7,313
| – | – | 0.25% | 67 |
|
|
2019
Q1 | $387K | Hold |
7,313
| – | – | 0.25% | 68 |
|
|
2018
Q4 | $321K | Sell |
7,313
-675
| -8% | -$29.6K | 0.24% | 75 |
|
|
2018
Q3 | $348K | Buy |
7,988
+1,695
| +27% | +$73.8K | 0.18% | 90 |
|
|
2018
Q2 | $291K | Buy |
6,293
+700
| +13% | +$32.4K | 0.16% | 93 |
|
|
2018
Q1 | $250K | Buy |
5,593
+300
| +6% | +$13.4K | 0.15% | 96 |
|
|
2017
Q4 | $255K | Buy |
+5,293
| New | +$255K | 0.23% | 77 |
|