Cooper Financial Group’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 | $666K | Buy |
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|
2025
Q2 | $455K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $864K | Sell |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $910K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $322K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | $201K | Buy |
|