1620 Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $926K | Buy |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $864K | Buy |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $91.1K | Buy |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $409K | Buy |
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