9258 Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $562K | Buy |
|
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|
2024
Q2 | $433K | Buy |
|
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|
2024
Q1 | $316K | Sell |
|
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|
2023
Q4 | $319K | Hold |
|
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|
2023
Q3 | $295K | Sell |
|
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|
2023
Q2 | $350K | Sell |
|
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|
2023
Q1 | $381K | Buy |
|
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|
2022
Q4 | $304K | Sell |
|
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|
2022
Q3 | $298K | Buy |
|
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|
2022
Q2 | $310K | Buy |
|
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|
2022
Q1 | $300K | Buy |
|
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|
2021
Q4 | $247K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $236K | Buy |
|