Apexium Financial’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 | $564K | Sell |
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|
2025
Q2 | $547K | Buy |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $235K | Buy |
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