Axxcess 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
Q3 | $1.6M | Sell |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.75M | Buy |
|
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $228K | Buy |
|