Berger Financial Group’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 | $677K | Hold |
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|
2025
Q2 | $656K | Hold |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $590K | Hold |
|
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|
2024
Q3 | $647K | Buy |
|
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $491K | Buy |
|
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $510K | Hold |
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|
2022
Q1 | $519K | Hold |
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|
2021
Q4 | $491K | Buy |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $434K | Buy |
|