Bartlett & Co 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 | $905K | Sell |
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|
2025
Q2 | $880K | Sell |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $832K | Sell |
|
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|
2024
Q3 | $933K | Sell |
|
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|
2024
Q2 | $845K | Sell |
|
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|
2024
Q1 | $874K | Sell |
|
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|
2023
Q4 | $860K | Buy |
|
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $823K | Buy |
|
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|
2023
Q1 | $698K | Buy |
|
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|
2022
Q4 | $715K | Buy |
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|
2022
Q3 | $680K | Sell |
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $799K | Buy |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $563K | Sell |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $557K | Sell |
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|
2020
Q3 | $493K | Buy |
|
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $470K | Buy |
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|
2019
Q4 | $549K | Buy |
|
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|
2019
Q3 | $531K | Buy |
|
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | $176K | Sell |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $254K | Buy |
|