Bill Few Associates’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 | $524K | Sell |
|
|||||
|
2025
Q2 | $572K | Sell |
|
|||||
|
2025
Q1 | $581K | Buy |
|
|||||
|
2024
Q4 | $479K | Sell |
|
|||||
|
2024
Q3 | $529K | Buy |
|
|||||
|
2024
Q2 | $443K | Buy |
|
|||||
|
2024
Q1 | $385K | Buy |
|
|||||
|
2023
Q4 | $286K | Hold |
|
|||||
|
2023
Q3 | $264K | Sell |
|
|||||
|
2023
Q2 | $297K | Buy |
|
|||||
|
2023
Q1 | $285K | Hold |
|
|||||
|
2022
Q4 | $293K | Hold |
|
|||||
|
2022
Q3 | $278K | Buy |
|
|||||
|
2022
Q2 | $274K | Sell |
|
|||||
|
2022
Q1 | $297K | Buy |
|
|||||
|
2021
Q4 | $260K | Buy |
|