WOSD
WFA of San Diego’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
+7,860
| New | +$722K | 0.53% | 41 |
|
|
2024
Q3 | $40.6K | Hold |
450
| – | – | 0.03% | 201 |
|
|
2024
Q2 | $34.9K | Buy |
+450
| New | +$34.9K | 0.03% | 207 |
|
|
2023
Q3 | $29.1K | Sell |
450
-800
| -64% | -$51.8K | 0.03% | 211 |
|
|
2023
Q2 | $87.8K | Sell |
1,250
-7,710
| -86% | -$542K | 0.09% | 126 |
|
|
2023
Q1 | $623K | Hold |
8,960
| – | – | 0.65% | 34 |
|
|
2022
Q4 | $640K | Hold |
8,960
| – | – | 0.49% | 43 |
|
|
2022
Q3 | $609K | Buy |
8,960
+7,710
| +617% | +$524K | 0.55% | 44 |
|
|
2022
Q2 | $89K | Buy |
+1,250
| New | +$89K | 0.08% | 127 |
|
|
2022
Q1 | – | Sell |
-8,960
| Closed | -$614K | – | 149 |
|
|
2021
Q4 | $614K | Buy |
+8,960
| New | +$614K | 0.36% | 63 |
|
|
2020
Q3 | – | Sell |
-3,760
| Closed | -$256K | – | 219 |
|
|
2020
Q2 | $256K | Buy |
+3,760
| New | +$256K | 0.06% | 221 |
|