Center for Financial Planning’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 | $129K | Buy |
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|
2025
Q2 | $69.2K | Hold |
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|
2025
Q1 | $69.3K | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $48.7K | Hold |
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|
2024
Q2 | $41.9K | Hold |
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|
2024
Q1 | $38.7K | Sell |
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|
2023
Q4 | $94K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $119K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $136K | Sell |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $163K | Sell |
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|
2020
Q3 | $182K | Sell |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $280K | Buy |
|