Brady Family 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 | $624K | Hold |
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|
2025
Q2 | $604K | Hold |
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|
2025
Q1 | $605K | Hold |
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|
2024
Q4 | $542K | Hold |
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|
2024
Q3 | $593K | Hold |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $472K | Hold |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $492K | Buy |
|