Ascent Wealth Partners’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 | $2.36M | Sell |
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|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $988K | Buy |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $493K | Buy |
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