Wealthfront Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
165,089
+6,584
| +4% | +$605K | 0.04% | 149 |
|
|
2025
Q1 | $14.6M | Buy |
158,505
+24,962
| +19% | +$2.3M | 0.04% | 140 |
|
|
2024
Q4 | $11M | Buy |
133,543
+27,998
| +27% | +$2.3M | 0.03% | 165 |
|
|
2024
Q3 | $9.52M | Buy |
105,545
+6,574
| +7% | +$593K | 0.03% | 170 |
|
|
2024
Q2 | $7.68M | Buy |
98,971
+11,242
| +13% | +$872K | 0.03% | 187 |
|
|
2024
Q1 | $6.29M | Sell |
87,729
-2,076
| -2% | -$149K | 0.02% | 223 |
|
|
2023
Q4 | $6.3M | Sell |
89,805
-1,420
| -2% | -$99.6K | 0.02% | 200 |
|
|
2023
Q3 | $5.9M | Sell |
91,225
-2,418
| -3% | -$156K | 0.03% | 184 |
|
|
2023
Q2 | $6.58M | Buy |
93,643
+8,192
| +10% | +$575K | 0.03% | 176 |
|
|
2023
Q1 | $5.95M | Sell |
85,451
-77,221
| -47% | -$5.37M | 0.03% | 178 |
|
|
2022
Q4 | $11.6M | Sell |
162,672
-8,163
| -5% | -$583K | 0.06% | 95 |
|
|
2022
Q3 | $11.6M | Buy |
170,835
+15,409
| +10% | +$1.05M | 0.06% | 80 |
|
|
2022
Q2 | $11.1M | Sell |
155,426
-15,400
| -9% | -$1.1M | 0.06% | 86 |
|
|
2022
Q1 | $12.4M | Buy |
170,826
+50,507
| +42% | +$3.66M | 0.05% | 82 |
|
|
2021
Q4 | $8.25M | Sell |
120,319
-3,110
| -3% | -$213K | 0.03% | 119 |
|
|
2021
Q3 | $7.65M | Buy |
123,429
+40,314
| +49% | +$2.5M | 0.04% | 115 |
|
|
2021
Q2 | $5.03M | Buy |
83,115
+10,383
| +14% | +$628K | 0.02% | 137 |
|
|
2021
Q1 | $4.52M | Sell |
72,732
-2,552
| -3% | -$159K | 0.02% | 127 |
|
|
2020
Q4 | $4.63M | Buy |
75,284
+5,916
| +9% | +$363K | 0.03% | 103 |
|
|
2020
Q3 | $3.76M | Buy |
69,368
+486
| +0.7% | +$26.4K | 0.03% | 101 |
|
|
2020
Q2 | $3.57M | Sell |
68,882
-30,372
| -31% | -$1.57M | 0.03% | 99 |
|
|
2020
Q1 | $5.37M | Buy |
99,254
+4,546
| +5% | +$246K | 0.05% | 68 |
|
|
2019
Q4 | $6.03M | Buy |
94,708
+2,482
| +3% | +$158K | 0.04% | 69 |
|
|
2019
Q3 | $5.7M | Buy |
92,226
+5,570
| +6% | +$344K | 0.05% | 65 |
|
|
2019
Q2 | $4.79M | Buy |
86,656
+3,913
| +5% | +$216K | 0.04% | 76 |
|
|
2019
Q1 | $4.28M | Buy |
82,743
+21,582
| +35% | +$1.12M | 0.04% | 79 |
|
|
2018
Q4 | $2.69M | Buy |
+61,161
| New | +$2.69M | 0.03% | 101 |
|