Accel 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 | $225K | Buy |
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|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $204K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $96.1K | Buy |
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|
2022
Q4 | $98.4K | Sell |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $109K | Buy |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q3 | $87K | Sell |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q4 | $97K | Buy |
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