Confluence Wealth 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 | $1.43M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.5M | Sell |
|
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|
2024
Q2 | $1.47M | Buy |
|
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|
2024
Q1 | $1.07M | Buy |
|
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|
2023
Q4 | $910K | Buy |
|
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|
2023
Q3 | $831K | Buy |
|
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|
2023
Q2 | $864K | Sell |
|
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|
2023
Q1 | $863K | Buy |
|
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|
2022
Q4 | $864K | Sell |
|
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|
2022
Q3 | $870K | Sell |
|
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $839K | Buy |
|