Bedel Financial Consulting’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 | $387K | Hold |
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|
2025
Q2 | $375K | Hold |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $342K | Sell |
|
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|
2024
Q3 | $370K | Sell |
|
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|
2024
Q2 | $361K | Hold |
|
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|
2024
Q1 | $334K | Hold |
|
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $245K | Hold |
|
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $288K | Hold |
|
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q2 | $220K | Buy |
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|
2018
Q1 | $174K | Buy |
|