Advisor OS’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 | $1.64M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $960K | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $471K | Buy |
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