Affinity 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 | $857K | Buy |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $721K | Sell |
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|
2024
Q1 | $677K | Hold |
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|
2023
Q4 | $661K | Hold |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $390K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $357K | Hold |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $250K | Buy |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | $224K | Sell |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | $200K | Buy |
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|
2016
Q3 | $209K | Buy |
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|
2016
Q2 | $206K | Buy |
|