Abound 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Buy |
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|
2025
Q2 | $651K | Buy |
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|
2025
Q1 | $649K | Sell |
|
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|
2024
Q4 | $593K | Buy |
|
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|
2024
Q3 | $570K | Buy |
|
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|
2024
Q2 | $471K | Buy |
|
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|
2024
Q1 | $434K | Sell |
|
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|
2023
Q4 | $425K | Sell |
|
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|
2023
Q3 | $392K | Buy |
|
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|
2023
Q2 | $422K | Buy |
|
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|
2023
Q1 | $410K | Buy |
|
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|
2022
Q4 | $418K | Buy |
|
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|
2022
Q3 | $395K | Buy |
|
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|
2022
Q2 | $410K | Buy |
|
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|
2022
Q1 | $416K | Buy |
|
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|
2021
Q4 | $369K | Buy |
|