Arete 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 | $2.8M | Buy |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $932K | Buy |
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|
2022
Q4 | $875M | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $277K | Sell |
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|
2018
Q4 | $315K | Sell |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $441K | Buy |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $410K | Buy |
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|
2017
Q3 | $378K | Hold |
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|
2017
Q2 | $368K | Buy |
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|
2017
Q1 | $354K | Buy |
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|
2016
Q4 | $326K | Buy |
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