Addison Advisors’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 | $70K | Sell |
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|
2025
Q2 | $75.3K | Buy |
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|
2025
Q1 | $70.6K | Sell |
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|
2024
Q4 | $64.3K | Sell |
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|
2024
Q3 | $74.5K | Sell |
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|
2024
Q2 | $66.7K | Sell |
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|
2024
Q1 | $78K | Sell |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $72.6K | Sell |
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|
2023
Q2 | $80.2K | Sell |
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|
2023
Q1 | $86.1K | Buy |
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|
2022
Q4 | $74.9K | Sell |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $112K | Sell |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $89K | Buy |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Buy |
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|
2020
Q4 | $8K | Buy |
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