Cladis Investment Advisory’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 | $489K | Hold |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $425K | Hold |
|
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|
2024
Q3 | $465K | Hold |
|
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|
2024
Q2 | $400K | Hold |
|
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|
2024
Q1 | $370K | Hold |
|
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|
2023
Q4 | $362K | Hold |
|
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $362K | Buy |
|
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|
2023
Q1 | $348K | Hold |
|
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|
2022
Q4 | $357K | Hold |
|
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|
2022
Q3 | $340K | Hold |
|
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|
2022
Q2 | $357K | Hold |
|
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|
2022
Q1 | $363K | Hold |
|
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|
2021
Q4 | $343K | Buy |
|