Braun-Bostich & 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 | $234K | Sell |
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|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $377K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $469K | Hold |
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|
2020
Q1 | $454K | Sell |
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|
2019
Q4 | $623K | Buy |
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|
2019
Q3 | $509K | Buy |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $345K | Sell |
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|
2018
Q4 | $393K | Sell |
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|
2018
Q3 | $398K | Sell |
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|
2018
Q2 | $455K | Hold |
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|
2018
Q1 | $439K | Buy |
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|
2017
Q4 | $415K | Buy |
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