Benjamin Edwards Inc’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
$18.4M Buy
2025
Q2
$13.8M Sell
2025
Q1
$13.8M Sell
2024
Q4
$12.9M Buy
2024
Q3
$13.8M Buy
2024
Q2
$544K Buy
2024
Q1
$232K Sell
2023
Q4
$427K Sell
2023
Q3
$405K Sell
2023
Q2
$462K Sell
2023
Q1
$613K Sell
2022
Q4
$2.94M Buy
2022
Q3
$2.73M Buy
2022
Q2
$363K Buy
2022
Q1
$326K Buy
2021
Q4
$235K Buy
2021
Q3
$66K Buy
2019
Q2
Sell
2019
Q1
$1K Buy