Ballew 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 | $572K | Buy |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $519K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $71K | Buy |
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|
2018
Q2 | $73K | Buy |
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|
2018
Q1 | $69K | Buy |
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