1834 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
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $9.44M | Sell |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $9.93M | Sell |
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|
2021
Q3 | $9.08M | Buy |
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|
2021
Q2 | $8.58M | Buy |
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|
2021
Q1 | $8.55M | Buy |
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|
2020
Q4 | $8.1M | Buy |
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|
2020
Q3 | $7.09M | Buy |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $441K | Sell |
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|
2018
Q4 | $431K | Sell |
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|
2018
Q3 | $431K | Sell |
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|
2018
Q2 | $471K | Sell |
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|
2018
Q1 | $477K | Sell |
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|
2017
Q4 | $581K | Sell |
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|
2017
Q3 | $708K | Buy |
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|
2017
Q2 | $687K | Sell |
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|
2017
Q1 | $804K | Sell |
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|
2016
Q4 | $858K | Sell |
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|
2016
Q3 | $999K | Sell |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.44M | Sell |
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|
2015
Q4 | $1.45M | Buy |
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|
2015
Q3 | $1.27M | Sell |
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|
2015
Q2 | $1.21M | Buy |
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|
2015
Q1 | $958K | Buy |
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|
2014
Q4 | $967K | Sell |
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|
2014
Q3 | $913K | Sell |
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|
2014
Q2 | $2.72M | Sell |
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|
2014
Q1 | $3.48M | Buy |
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|
2013
Q4 | $2.87M | Buy |
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|
2013
Q3 | $2.7M | Buy |
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|
2013
Q2 | $2.86M | Buy |
|