Checchi Capital Advisers’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 | $1.17M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $961K | Buy |
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|
2023
Q4 | $932K | Sell |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $876K | Sell |
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|
2022
Q4 | $902K | Sell |
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|
2022
Q3 | $963K | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $667K | Sell |
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|
2021
Q2 | $682K | Buy |
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|
2021
Q1 | $694K | Buy |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $581K | Buy |
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|
2020
Q1 | $589K | Buy |
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|
2019
Q4 | $617K | Buy |
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|
2019
Q3 | $547K | Sell |
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|
2019
Q2 | $494K | Sell |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $424K | Buy |
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|
2017
Q3 | $416K | Sell |
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|
2017
Q2 | $454K | Sell |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $527K | Buy |
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|
2016
Q3 | $517K | Buy |
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|
2016
Q2 | $481K | Sell |
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|
2016
Q1 | $496K | Buy |
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|
2015
Q4 | $418K | Buy |
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|
2015
Q3 | $386K | Buy |
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|
2015
Q2 | $360K | Hold |
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|
2015
Q1 | $380K | Buy |
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|
2014
Q4 | $417K | Buy |
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|
2014
Q3 | $289K | Buy |
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|
2014
Q2 | $254K | Buy |
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