Bogart Wealth LLC’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 | $184K | Buy |
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|
2025
Q2 | $176K | Buy |
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|
2025
Q1 | $152K | Buy |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $114K | Buy |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $87.3K | Sell |
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|
2023
Q3 | $81.8K | Hold |
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|
2023
Q2 | $88.8K | Sell |
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|
2023
Q1 | $95.2K | Sell |
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|
2022
Q4 | $122K | Sell |
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|
2022
Q3 | $118K | Buy |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $96K | Hold |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $86K | Sell |
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|
2020
Q2 | $86K | Hold |
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|
2020
Q1 | $90K | Buy |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $103K | Sell |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $87K | Hold |
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|
2018
Q4 | $74K | Hold |
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|
2018
Q3 | $74K | Sell |
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|
2018
Q2 | $81K | Hold |
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|
2018
Q1 | $79K | Sell |
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|
2017
Q4 | $128K | Sell |
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|
2017
Q3 | $451K | Sell |
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|
2017
Q2 | $464K | Buy |
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|
2017
Q1 | $434K | Buy |
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|
2016
Q4 | $337K | Buy |
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