BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $151K | Buy |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $166K | Buy |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $159K | Sell |
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|
2021
Q3 | $181K | Buy |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $126K | Buy |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $141K | Buy |
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|
2019
Q4 | $166K | Buy |
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|
2019
Q3 | $157K | Buy |
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|
2019
Q2 | $140K | Sell |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $116K | Buy |
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|
2018
Q3 | $110K | Sell |
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|
2018
Q2 | $130K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $340K | Sell |
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|
2017
Q3 | $349K | Sell |
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|
2017
Q2 | $361K | Buy |
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|
2017
Q1 | $375K | Sell |
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|
2016
Q4 | $520K | Sell |
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|
2016
Q3 | $631K | Buy |
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|
2016
Q2 | $489K | Hold |
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|
2016
Q1 | $472K | Buy |
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