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 |
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|
2025
Q1 | $201K | Buy |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $25K | Sell |
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|
2016
Q2 | $44K | Sell |
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|
2016
Q1 | $72K | Buy |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Sell |
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|
2015
Q2 | $387K | Sell |
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|
2015
Q1 | $417K | Buy |
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|
2014
Q4 | $451K | Buy |
|