Cary Street Partners Investment 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
Q4 | $238K | Sell |
|
|||||
|
2025
Q3 | $297K | Buy |
|
|||||
|
2025
Q2 | $247K | Buy |
|
|||||
|
2025
Q1 | $228K | Buy |
|
|||||
|
2024
Q4 | $184K | Sell |
|
|||||
|
2024
Q3 | $3.92M | Sell |
|
|||||
|
2024
Q2 | $3.39M | Buy |
|
|||||
|
2024
Q1 | $3.04M | Sell |
|
|||||
|
2023
Q4 | $3.02M | Buy |
|
|||||
|
2023
Q3 | $2.72M | Sell |
|
|||||
|
2023
Q2 | $3.07M | Buy |
|
|||||
|
2023
Q1 | $2.94M | Sell |
|
|||||
|
2022
Q4 | $3.32M | Sell |
|
|||||
|
2022
Q3 | $3.23M | Buy |
|
|||||
|
2022
Q2 | $3.16M | Buy |
|
|||||
|
2022
Q1 | $401K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $158K | Sell |
|
|||||
|
2020
Q4 | $1.57M | Buy |
|
|||||
|
2020
Q3 | $193K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $215K | Buy |
|