Brown, Lisle/Cummings’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 | $348K | Buy |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $330K | Sell |
|
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $161K | Buy |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $157K | Sell |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $266K | Buy |
|