Annex Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $496K | Sell |
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|
2025
Q4 | $4.12M | Sell |
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|
2025
Q3 | $4.49M | Sell |
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|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $5.57M | Buy |
|
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $248K | Buy |
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