Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $461K | Buy |
|
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|
2024
Q2 | $395K | Buy |
|
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|
2024
Q1 | $84.9K | Sell |
|
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|
2023
Q4 | $150K | Sell |
|
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|
2023
Q3 | $148K | Buy |
|
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|
2023
Q2 | $152K | Sell |
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|
2023
Q1 | $156K | Sell |
|
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|
2022
Q4 | $166K | Buy |
|
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|
2022
Q3 | $154K | Sell |
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|
2022
Q2 | $166K | Buy |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $184K | Buy |
|
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|
2021
Q3 | $166K | Buy |
|
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|
2021
Q2 | $161K | Sell |
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|
2021
Q1 | $206K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $198K | Buy |
|
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|
2020
Q1 | $206K | Buy |
|