Cohen Investment Advisors’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 | $493K | Buy |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $408K | Buy |
|