Arbor Trust Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
|