Cahaba Wealth Management’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
Q2 | $32.2M | Buy |
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|
2025
Q1 | $29.4M | Buy |
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|
2024
Q4 | $22.9M | Buy |
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|
2024
Q3 | $24.5M | Sell |
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|
2024
Q2 | $21.3M | Sell |
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|
2024
Q1 | $21.5M | Buy |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $18.5M | Buy |
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|
2023
Q2 | $18.6M | Buy |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $16.7M | Buy |
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|
2022
Q3 | $15.9M | Sell |
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|
2022
Q2 | $16.7M | Sell |
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|
2022
Q1 | $17.9M | Buy |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $7.28M | Buy |
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|
2021
Q2 | $7.24M | Buy |
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|
2021
Q1 | $5.82M | Buy |
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|
2020
Q4 | $5.1M | Buy |
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|
2020
Q3 | $4.28M | Buy |
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|
2020
Q2 | $2.08M | Sell |
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|
2020
Q1 | $5.18M | Buy |
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|
2019
Q4 | $5.31M | Sell |
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|
2019
Q3 | $6.08M | Buy |
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|
2019
Q2 | $5.26M | Buy |
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|
2019
Q1 | $4.03M | Sell |
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|
2018
Q4 | $4.37M | Sell |
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|
2018
Q3 | $4.81M | Buy |
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|
2018
Q2 | $5.09M | Buy |
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|
2018
Q1 | $4.69M | Buy |
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|
2017
Q4 | $4.42M | Sell |
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|
2017
Q3 | $4.64M | Buy |
|