Client 1st Advisory Group’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 | $645K | Hold |
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|
2025
Q2 | $625K | Hold |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $573K | Hold |
|
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|
2024
Q3 | $628K | Buy |
|
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|
2024
Q2 | $528K | Hold |
|
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $420K | Buy |
|
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $228K | Buy |
|