WPA
West Paces Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
31,466
+4,047
| +15% | +$372K | 0.61% | 24 |
|
|
2025
Q1 | $2.52M | Buy |
27,419
+22,207
| +426% | +$2.04M | 0.57% | 22 |
|
|
2024
Q4 | $429K | Hold |
5,212
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $470K | Buy |
5,212
+2,800
| +116% | +$253K | 0.12% | 90 |
|
|
2024
Q2 | $187K | Sell |
2,412
-400
| -14% | -$31K | 0.05% | 126 |
|
|
2024
Q1 | $202K | Buy |
2,812
+974
| +53% | +$69.9K | 0.05% | 126 |
|
|
2023
Q4 | $129K | Hold |
1,838
| – | – | 0.04% | 152 |
|
|
2023
Q3 | $119K | Sell |
1,838
-24
| -1% | -$1.55K | 0.04% | 156 |
|
|
2023
Q2 | $131K | Sell |
1,862
-425
| -19% | -$29.9K | 0.04% | 154 |
|
|
2023
Q1 | $159K | Sell |
2,287
-923
| -29% | -$64.2K | 0.05% | 136 |
|
|
2022
Q4 | $229K | Sell |
3,210
-163
| -5% | -$11.6K | 0.07% | 112 |
|
|
2022
Q3 | $229K | Sell |
3,373
-5
| -0.1% | -$340 | 0.08% | 110 |
|
|
2022
Q2 | $241K | Buy |
3,378
+22
| +0.7% | +$1.57K | 0.08% | 108 |
|
|
2022
Q1 | $243K | Sell |
3,356
-1,870
| -36% | -$136K | 0.08% | 114 |
|
|
2021
Q4 | $358K | Buy |
5,226
+3,229
| +162% | +$221K | 0.11% | 97 |
|
|
2021
Q3 | $124K | Buy |
1,997
+229
| +13% | +$14.2K | 0.04% | 140 |
|
|
2021
Q2 | $107K | Buy |
1,768
+51
| +3% | +$3.09K | 0.04% | 140 |
|
|
2021
Q1 | $107K | Hold |
1,717
| – | – | 0.04% | 134 |
|
|
2020
Q4 | $105K | Hold |
1,717
| – | – | 0.05% | 132 |
|
|
2020
Q3 | $93.1K | Sell |
1,717
-80
| -4% | -$4.34K | 0.05% | 138 |
|
|
2020
Q2 | $93.2K | Hold |
1,797
| – | – | 0.05% | 137 |
|
|
2020
Q1 | $97.3K | Buy |
1,797
+595
| +50% | +$32.2K | 0.06% | 131 |
|
|
2019
Q4 | $76.6K | Buy |
1,202
+160
| +15% | +$10.2K | 0.04% | 159 |
|
|
2019
Q3 | $64.4K | Hold |
1,042
| – | – | 0.04% | 164 |
|
|
2019
Q2 | $57.6K | Hold |
1,042
| – | – | 0.04% | 163 |
|
|
2019
Q1 | $53.9K | Hold |
1,042
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $45.8K | Hold |
1,042
| – | – | 0.04% | 178 |
|
|
2018
Q3 | $45.4K | Hold |
1,042
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $48.3K | Buy |
1,042
+117
| +13% | +$5.42K | 0.04% | 180 |
|
|
2018
Q1 | $41.3K | Hold |
925
| – | – | 0.03% | 181 |
|
|
2017
Q4 | $44.5K | Hold |
925
| – | – | 0.03% | 187 |
|
|
2017
Q3 | $45.5K | Hold |
925
| – | – | 0.03% | 181 |
|
|
2017
Q2 | $44.3K | Hold |
925
| – | – | 0.04% | 178 |
|
|
2017
Q1 | $46K | Hold |
925
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $45.5K | Buy |
+925
| New | +$45.5K | 0.04% | 186 |
|