Cannon Financial Strategists’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
Q4 | $1.3M | Buy |
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|
2025
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $762K | Sell |
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|
2024
Q1 | $802K | Hold |
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|
2023
Q4 | $784K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $258K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Sell |
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|
2019
Q3 | $236K | Buy |
|