Carson Advisory’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 | $6.34M | Sell |
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|
2025
Q1 | $6.38M | Buy |
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|
2024
Q4 | $5.71M | Sell |
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|
2024
Q3 | $6.38M | Buy |
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|
2024
Q2 | $5.43M | Buy |
|
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|
2024
Q1 | $5.02M | Sell |
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|
2023
Q4 | $4.92M | Sell |
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|
2023
Q3 | $4.58M | Sell |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $4.99M | Sell |
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|
2022
Q4 | $5.21M | Buy |
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|
2022
Q3 | $4.78M | Buy |
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|
2022
Q2 | $5M | Sell |
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|
2022
Q1 | $5.28M | Buy |
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|
2021
Q4 | $4.88M | Buy |
|