AllGen Financial 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 | $218K | Hold |
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|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.07M | Buy |
|