Congress Wealth Management’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 | $2.79M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $211K | Buy |
|