Continuum Advisory’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
Q3 | $289K | Buy |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $175K | Buy |
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|
2024
Q2 | $156K | Buy |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $861K | Buy |
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|
2017
Q3 | $832K | Sell |
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|
2017
Q2 | $856K | Buy |
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|
2017
Q1 | $886K | Buy |
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