Colton Groome Financial 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
Q4 | – | Sell |
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|
2025
Q3 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $248K | Buy |
|