Atria Wealth Solutions’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 | $3.17M | Sell |
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|
2025
Q1 | $9.52M | Sell |
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|
2024
Q4 | $9.33M | Buy |
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|
2024
Q3 | $9.55M | Buy |
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|
2024
Q2 | $8.04M | Buy |
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|
2024
Q1 | $6.96M | Buy |
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|
2023
Q4 | $6.2M | Buy |
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|
2023
Q3 | $5.59M | Buy |
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|
2023
Q2 | $5.53M | Buy |
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|
2023
Q1 | $5.03M | Buy |
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|
2022
Q4 | $4.9M | Buy |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $3.49M | Buy |
|