Coppell Advisory Solutions’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
$431K Buy
2025
Q1
$399K Buy
2024
Q4
$337K Buy
2024
Q3
$351K Sell
2024
Q2
$303K Buy
2023
Q4
$343K Buy
2023
Q3
$77.3K Sell
2023
Q2
$113K Sell
2023
Q1
$272K Buy
2022
Q4
$77.3K Buy