Ascent Group’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 | $1.22M | Buy |
|
|||||
|
2025
Q2 | $950K | Buy |
|
|||||
|
2025
Q1 | $893K | Buy |
|
|||||
|
2024
Q4 | $336K | Buy |
|
|||||
|
2024
Q3 | $325K | Buy |
|
|||||
|
2024
Q2 | $263K | Buy |
|
|||||
|
2024
Q1 | $211K | Sell |
|
|||||
|
2023
Q4 | $212K | Buy |
|
|||||
|
2023
Q3 | $201K | Sell |
|
|||||
|
2023
Q2 | $251K | Sell |
|
|||||
|
2023
Q1 | $1.08M | Sell |
|
|||||
|
2022
Q4 | $1.17M | Sell |
|
|||||
|
2022
Q3 | $1.11M | Sell |
|
|||||
|
2022
Q2 | $1.64M | Buy |
|
|||||
|
2022
Q1 | $1.19M | Sell |
|
|||||
|
2021
Q4 | $1.25M | Buy |
|