WA
Wealth Architects’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,348
-31
| -1% | -$2.85K | 0.02% | 212 |
|
|
2025
Q1 | $219K | Buy |
+2,379
| New | +$219K | 0.02% | 212 |
|
|
2024
Q4 | – | Sell |
-2,539
| Closed | -$229K | – | 223 |
|
|
2024
Q3 | $229K | Buy |
+2,539
| New | +$229K | 0.03% | 195 |
|
|
2020
Q1 | – | Sell |
-3,357
| Closed | -$214K | – | 145 |
|
|
2019
Q4 | $214K | Sell |
3,357
-2
| -0.1% | -$127 | 0.06% | 128 |
|
|
2019
Q3 | $207K | Buy |
+3,359
| New | +$207K | 0.06% | 125 |
|
|
2017
Q4 | – | Sell |
-4,155
| Closed | -$204K | – | 135 |
|
|
2017
Q3 | $204K | Sell |
4,155
-166
| -4% | -$8.15K | 0.07% | 121 |
|
|
2017
Q2 | $206K | Sell |
4,321
-13
| -0.3% | -$620 | 0.08% | 112 |
|
|
2017
Q1 | $216K | Sell |
4,334
-174
| -4% | -$8.67K | 0.09% | 109 |
|
|
2016
Q4 | $222K | Buy |
4,508
+590
| +15% | +$29.1K | 0.1% | 107 |
|
|
2016
Q3 | $200K | Buy |
+3,918
| New | +$200K | 0.09% | 107 |
|