Wealth Enhancement Advisory Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7M | Buy |
608,418
+68,914
| +13% | +$6.31M | 0.09% | 210 |
|
|
2025
Q1 | $49.6M | Buy |
539,504
+14,019
| +3% | +$1.29M | 0.09% | 206 |
|
|
2024
Q4 | $43.3M | Buy |
525,485
+136,890
| +35% | +$11.3M | 0.08% | 225 |
|
|
2024
Q3 | $35M | Buy |
388,595
+32,722
| +9% | +$2.95M | 0.08% | 252 |
|
|
2024
Q2 | $27.6M | Buy |
355,873
+32,579
| +10% | +$2.53M | 0.07% | 275 |
|
|
2024
Q1 | $23.2M | Buy |
323,294
+13,728
| +4% | +$985K | 0.06% | 293 |
|
|
2023
Q4 | $21.7M | Sell |
309,566
-120,014
| -28% | -$8.42M | 0.06% | 281 |
|
|
2023
Q3 | $27.8M | Buy |
429,580
+424,490
| +8,340% | +$27.5M | 0.09% | 218 |
|
|
2023
Q2 | $358K | Sell |
5,090
-551
| -10% | -$38.7K | ﹤0.01% | 401 |
|
|
2023
Q1 | $393K | Sell |
5,641
-62,631
| -92% | -$4.36M | ﹤0.01% | 408 |
|
|
2022
Q4 | $4.6M | Buy |
68,272
+24,520
| +56% | +$1.65M | 0.06% | 126 |
|
|
2022
Q3 | $2.81M | Buy |
+43,752
| New | +$2.81M | 0.04% | 150 |
|
|
2020
Q1 | – | Sell |
-19,563
| Closed | -$1.25M | – | 267 |
|
|
2019
Q4 | $1.25M | Buy |
+19,563
| New | +$1.25M | 0.04% | 159 |
|
|
2017
Q4 | – | Sell |
-18,024
| Closed | -$894K | – | 168 |
|
|
2017
Q3 | $894K | Buy |
+18,024
| New | +$894K | 0.07% | 118 |
|
|
2017
Q2 | – | Sell |
-44,580
| Closed | -$2.21M | – | 186 |
|
|
2017
Q1 | $2.21M | Buy |
44,580
+26,986
| +153% | +$1.34M | 0.23% | 55 |
|
|
2016
Q4 | $865K | Buy |
+17,594
| New | +$865K | 0.11% | 94 |
|