WAM
WFA Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
232
| – | – | 0.01% | 145 |
|
|
2025
Q1 | $16.6K | Sell |
232
-197
| -46% | -$14.1K | 0.01% | 166 |
|
|
2024
Q4 | $35.3K | Buy |
429
+197
| +85% | +$16.2K | 0.02% | 135 |
|
|
2024
Q3 | $20.9K | Hold |
232
| – | – | 0.01% | 138 |
|
|
2024
Q2 | $18K | Hold |
232
| – | – | 0.01% | 146 |
|
|
2024
Q1 | $16.6K | Sell |
232
-266
| -53% | -$19.1K | 0.01% | 167 |
|
|
2023
Q4 | $34.9K | Sell |
498
-1,348
| -73% | -$94.4K | 0.02% | 112 |
|
|
2023
Q3 | $119K | Buy |
1,846
+14
| +0.8% | +$906 | 0.07% | 65 |
|
|
2023
Q2 | $129K | Buy |
1,832
+13
| +0.7% | +$913 | 0.08% | 66 |
|
|
2023
Q1 | $127K | Buy |
1,819
+14
| +0.8% | +$974 | 0.08% | 67 |
|
|
2022
Q4 | $129K | Buy |
1,805
+276
| +18% | +$19.7K | 0.08% | 63 |
|
|
2022
Q3 | $104K | Buy |
1,529
+243
| +19% | +$16.5K | 0.07% | 67 |
|
|
2022
Q2 | $91.7K | Hold |
1,286
| – | – | 0.06% | 70 |
|
|
2022
Q1 | $93.2K | Hold |
1,286
| – | – | 0.06% | 72 |
|
|
2021
Q4 | $88.2K | Buy |
+1,286
| New | +$88.2K | 0.06% | 69 |
|