Avidian Wealth Enterprises’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 | $534K | Buy |
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|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $393K | Sell |
|
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|
2024
Q3 | $654K | Buy |
|
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|
2024
Q2 | $522K | Buy |
|
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|
2024
Q1 | $447K | Buy |
|
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|
2023
Q4 | $424K | Buy |
|
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $374K | Buy |
|
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|
2023
Q1 | $364K | Buy |
|
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|
2022
Q4 | $349K | Sell |
|
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $335K | Buy |
|
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $253K | Buy |
|