B. Riley Wealth Advisors’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 | $1.41M | Sell |
|
|||||
|
2025
Q2 | $1.54M | Buy |
|
|||||
|
2024
Q4 | $6.12M | Sell |
|
|||||
|
2024
Q3 | $7.05M | Buy |
|
|||||
|
2024
Q2 | $5.72M | Sell |
|
|||||
|
2024
Q1 | $5.09M | Buy |
|
|||||
|
2023
Q4 | $5.28M | Sell |
|
|||||
|
2023
Q3 | $5.09M | Buy |
|
|||||
|
2023
Q2 | $5.08M | Buy |
|
|||||
|
2023
Q1 | $4.96M | Buy |
|
|||||
|
2022
Q4 | $3.89M | Buy |
|
|||||
|
2022
Q3 | $3.58M | Buy |
|
|||||
|
2022
Q2 | $2.13M | Sell |
|
|||||
|
2022
Q1 | $2.44M | Sell |
|
|||||
|
2021
Q4 | $2.32M | Buy |
|
|||||
|
2021
Q3 | $1.89M | Buy |
|
|||||
|
2021
Q2 | $1.6M | Sell |
|
|||||
|
2021
Q1 | $1.71M | Buy |
|
|||||
|
2020
Q4 | $1.07M | Sell |
|
|||||
|
2020
Q3 | $1.21M | Buy |
|
|||||
|
2020
Q2 | $1.08M | Buy |
|
|||||
|
2020
Q1 | $1.12M | Sell |
|
|||||
|
2019
Q4 | $2.33M | Buy |
|
|||||
|
2019
Q3 | $1.67M | Buy |
|
|||||
|
2019
Q2 | $1.29M | Buy |
|
|||||
|
2019
Q1 | $769K | Buy |
|
|||||
|
2018
Q4 | $615K | Buy |
|
|||||
|
2018
Q3 | $604K | Buy |
|
|||||
|
2018
Q2 | $471K | Buy |
|
|||||
|
2018
Q1 | $447K | Buy |
|
|||||
|
2017
Q4 | $417K | Buy |
|
|||||
|
2017
Q3 | $416K | Buy |
|
|||||
|
2017
Q2 | $375K | Sell |
|
|||||
|
2017
Q1 | $425K | Sell |
|
|||||
|
2016
Q4 | $492K | Buy |
|
|||||
|
2016
Q3 | $484K | Sell |
|
|||||
|
2016
Q2 | $547K | Sell |
|
|||||
|
2016
Q1 | $542K | Buy |
|
|||||
|
2015
Q4 | $431K | Sell |
|
|||||
|
2015
Q3 | $426K | Buy |
|
|||||
|
2015
Q2 | $345K | Sell |
|
|||||
|
2015
Q1 | $565K | Buy |
|
|||||
|
2014
Q4 | $3.38K | Buy |
|
|||||
|
2014
Q3 | $290K | Sell |
|
|||||
|
2014
Q2 | $340K | Buy |
|
|||||
|
2014
Q1 | $318K | Buy |
|
|||||
|
2013
Q4 | $278K | Buy |
|
|||||
|
2013
Q3 | $262K | Sell |
|
|||||
|
2013
Q2 | $313K | Buy |
|