Advocate Group’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
$8.21M Sell
2025
Q1
$8.37M Sell
2024
Q4
$7.66M Sell
2024
Q3
$8.51M Buy
2024
Q2
$7.3M Sell
2024
Q1
$6.79M Sell
2023
Q4
$6.68M Sell
2023
Q3
$6.53M Sell
2023
Q2
$7.31M Sell
2023
Q1
$7.52M Sell
2022
Q4
$8.77M Sell
2022
Q3
$8.94M Sell
2022
Q2
$9.79M Buy