Commonwealth Financial Services’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
$200K Hold
2025
Q1
$201K Buy
2017
Q1
$25K Hold
2016
Q4
$24K Hold
2016
Q3
$25K Sell
2016
Q2
$44K Sell
2016
Q1
$72K Buy
2015
Q4
$9K Hold
2015
Q3
$9K Sell
2015
Q2
$387K Sell
2015
Q1
$417K Buy
2014
Q4
$451K Buy