Avestar Capital’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 | $891K | Buy |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Buy |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $7K | Buy |
|