BOK Financial Private Wealth’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 | $46.2K | Buy |
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|
2025
Q2 | $32.1K | Hold |
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|
2025
Q1 | $32.2K | Hold |
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|
2024
Q4 | $28.8K | Hold |
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|
2024
Q3 | $31.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $54.7K | Sell |
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|
2023
Q2 | $77.3K | Sell |
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|
2023
Q1 | $78.8K | Buy |
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|
2022
Q4 | $78.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $204K | Buy |
|