Clear Investment Research’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
Q2 | $176K | Hold |
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|
2025
Q1 | $176K | Sell |
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|
2024
Q4 | $159K | Sell |
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|
2024
Q3 | $181K | Sell |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $136K | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $147K | Buy |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $126K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $128K | Sell |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $117K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $143K | Sell |
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|
2019
Q3 | $140K | Buy |
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|
2019
Q2 | $21K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Buy |
|