Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.82M | Hold |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.6M | Sell |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $838K | Buy |
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|
2018
Q3 | $794K | Sell |
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|
2018
Q2 | $874K | Sell |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $302K | Buy |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $320K | Buy |
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|
2016
Q2 | $334K | Buy |
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|
2016
Q1 | $295K | Buy |
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|
2015
Q4 | $251K | Buy |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $202K | Buy |
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