Cassaday & Co 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
Q3 | $1.19M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.1M | Hold |
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|
2024
Q4 | $984K | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $892K | Sell |
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|
2024
Q1 | $840K | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $835K | Sell |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $813K | Buy |
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