AE 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 | $6.55M | Buy |
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|
2025
Q2 | $4.04M | Buy |
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|
2025
Q1 | $4.03M | Sell |
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|
2024
Q4 | $3.95M | Sell |
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|
2024
Q3 | $4.62M | Sell |
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|
2024
Q2 | $6.43M | Buy |
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|
2024
Q1 | $3.98M | Sell |
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|
2023
Q4 | $18.4M | Sell |
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|
2023
Q3 | $18.2M | Buy |
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|
2023
Q2 | $19.5M | Sell |
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|
2023
Q1 | $27.9M | Buy |
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|
2022
Q4 | $27.4M | Buy |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $9.42M | Sell |
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|
2021
Q2 | $9.46M | Buy |
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|
2021
Q1 | $8.69M | Buy |
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|
2020
Q4 | $8.56M | Buy |
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|
2020
Q3 | $7.17M | Sell |
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|
2020
Q2 | $7.03M | Buy |
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|
2020
Q1 | $6.52M | Sell |
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|
2019
Q4 | $7.82M | Buy |
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|
2019
Q3 | $7.06M | Sell |
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|
2019
Q2 | $6.92M | Buy |
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|
2019
Q1 | $5.65M | Buy |
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|
2018
Q4 | $3.78M | Sell |
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|
2018
Q3 | $4.69M | Buy |
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|
2018
Q2 | $2.79M | Sell |
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|
2018
Q1 | $3.33M | Buy |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $2.66M | Buy |
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|
2017
Q2 | $2.47M | Sell |
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|
2017
Q1 | $2.86M | Buy |
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|
2016
Q4 | $1.61M | Buy |
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