Accurate 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
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.69M | Buy |
|
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|
2024
Q4 | $1.44M | Buy |
|
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|
2024
Q3 | $1.58M | Sell |
|
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|
2024
Q2 | $1.41M | Buy |
|
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|
2024
Q1 | $1.21M | Sell |
|
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|
2023
Q4 | $1.19M | Buy |
|
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|
2023
Q3 | $1.13M | Buy |
|
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|
2023
Q2 | $876K | Buy |
|
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|
2023
Q1 | $860K | Buy |
|
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|
2022
Q4 | $805K | Buy |
|
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|
2022
Q3 | $568K | Sell |
|
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|
2022
Q2 | $725K | Buy |
|
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|
2022
Q1 | $736K | Buy |
|
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|
2021
Q4 | $626K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $489K | Buy |
|