Archford Capital Strategies’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 | $1.35M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $976K | Buy |
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|
2023
Q1 | $737K | Buy |
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|
2022
Q4 | $736K | Buy |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $393K | Sell |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $516K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $899K | Buy |
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|
2020
Q2 | $859K | Buy |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $913K | Sell |
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|
2019
Q1 | $860K | Sell |
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|
2018
Q4 | $734K | Sell |
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|
2018
Q3 | $740K | Sell |
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|
2018
Q2 | $843K | Sell |
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|
2018
Q1 | $893K | Hold |
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|
2017
Q4 | $893K | Sell |
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|
2017
Q3 | $931K | Buy |
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|
2017
Q2 | $901K | Buy |
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|
2017
Q1 | $926K | Sell |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $919K | Buy |
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|
2016
Q2 | $324K | Sell |
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|
2016
Q1 | $896K | Buy |
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|
2015
Q4 | $826K | Buy |
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|
2015
Q3 | $177K | Buy |
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|
2015
Q2 | $147K | Sell |
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|
2015
Q1 | $189K | Buy |
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|
2014
Q4 | $208K | Buy |
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|
2014
Q3 | $128K | Buy |
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|
2014
Q2 | $86.9K | Buy |
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|
2014
Q1 | $46.8K | Buy |
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