WAC
William Allan Corp’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
9,563
+80
| +0.8% | +$7.35K | 0.51% | 40 |
|
|
2025
Q1 | $872K | Buy |
9,483
+975
| +11% | +$89.7K | 0.55% | 41 |
|
|
2024
Q4 | $700K | Buy |
8,508
+30
| +0.4% | +$2.47K | 0.43% | 43 |
|
|
2024
Q3 | $765K | Buy |
8,478
+105
| +1% | +$9.47K | 0.47% | 45 |
|
|
2024
Q2 | $650K | Sell |
8,373
-110
| -1% | -$8.54K | 0.43% | 43 |
|
|
2024
Q1 | $609K | Sell |
8,483
-60
| -0.7% | -$4.31K | 0.4% | 44 |
|
|
2023
Q4 | $599K | Sell |
8,543
-38
| -0.4% | -$2.66K | 0.43% | 43 |
|
|
2023
Q3 | $555K | Buy |
8,581
+50
| +0.6% | +$3.24K | 0.44% | 41 |
|
|
2023
Q2 | $599K | Sell |
8,531
-15
| -0.2% | -$1.05K | 0.46% | 38 |
|
|
2023
Q1 | $595K | Buy |
8,546
+80
| +0.9% | +$5.57K | 0.47% | 39 |
|
|
2022
Q4 | $605K | Sell |
8,466
-439
| -5% | -$31.3K | 0.51% | 39 |
|
|
2022
Q3 | $606K | Buy |
8,905
+355
| +4% | +$24.2K | 0.56% | 39 |
|
|
2022
Q2 | $610K | Sell |
8,550
-8,403
| -50% | -$600K | 0.54% | 39 |
|
|
2022
Q1 | $1.23M | Sell |
16,953
-10,827
| -39% | -$785K | 0.93% | 33 |
|
|
2021
Q4 | $1.91M | Buy |
+27,780
| New | +$1.91M | 1.35% | 28 |
|