Charles Schwab Trust’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 | $390K | Sell |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $347K | Buy |
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