Clearstead 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 | $691K | Sell |
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|
2025
Q2 | $678K | Buy |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $804K | Buy |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q3 | $779K | Buy |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $10K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $28K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $52K | Hold |
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|
2018
Q3 | $51K | Sell |
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|
2018
Q2 | $99K | Sell |
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|
2018
Q1 | $112K | Sell |
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|
2017
Q4 | $514K | Sell |
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|
2017
Q3 | $574K | Sell |
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|
2017
Q2 | $417K | Buy |
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|
2017
Q1 | $546K | Buy |
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|
2016
Q4 | $366K | Buy |
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