Abacus Planning Group’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
$225K Hold
2025
Q2
$218K Sell
2025
Q1
$230K Buy
2023
Q3
Sell
2023
Q2
$207K Hold
2023
Q1
$205K Hold
2022
Q4
$210K Buy
2022
Q3
Sell
2022
Q2
$295K Hold
2022
Q1
$300K Hold
2021
Q4
$284K Buy
2018
Q1
Sell
2017
Q4
$200K Buy