Concord Wealth Partners’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 | $4.09M | Buy |
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|
2025
Q1 | $3.94M | Buy |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.44M | Buy |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $873K | Buy |
|
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $544K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $429K | Buy |
|