Certified Advisory Corp’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 | $825K | Buy |
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|
2025
Q2 | $798K | Buy |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $901K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $84.3K | Buy |
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|
2023
Q2 | $91.2K | Buy |
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|
2023
Q1 | $90.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q2 | $42K | Buy |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $52K | Buy |
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|
2019
Q3 | $51K | Buy |
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|
2019
Q2 | $44K | Buy |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $34K | Sell |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $393K | Buy |
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|
2018
Q1 | $378K | Hold |
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|
2017
Q4 | $407K | Buy |
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