Avior Wealth Management’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 | – | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $165K | Buy |
|
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|
2024
Q2 | $141K | Sell |
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|
2024
Q1 | $198K | Buy |
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|
2023
Q4 | $57.7K | Buy |
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|
2023
Q3 | $53.2K | Sell |
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|
2023
Q2 | $67.5K | Buy |
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|
2023
Q1 | $61.3K | Buy |
|
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|
2022
Q4 | $5.38K | Buy |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Sell |
|
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|
2018
Q1 | $80K | Sell |
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|
2017
Q4 | $91K | Buy |
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|
2017
Q3 | $89K | Buy |
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|
2017
Q2 | $72K | Hold |
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|
2017
Q1 | $75K | Sell |
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|
2016
Q4 | $78K | Buy |
|
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|
2016
Q3 | $78K | Hold |
|
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|
2016
Q2 | $81K | Hold |
|
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|
2016
Q1 | $78K | Hold |
|
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|
2015
Q4 | $71K | Hold |
|
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|
2015
Q3 | $68K | Hold |
|
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|
2015
Q2 | $63K | Hold |
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|
2015
Q1 | $67K | Hold |
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|
2014
Q4 | $74K | Hold |
|
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|
2014
Q3 | $66K | Hold |
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|
2014
Q2 | $69K | Hold |
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|
2014
Q1 | $67K | Buy |
|