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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $391K | Sell |
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|
2025
Q3 | $456K | Buy |
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|
2025
Q2 | $431K | Buy |
|
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|
2025
Q1 | $399K | Buy |
|
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|
2024
Q4 | $337K | Buy |
|
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|
2024
Q3 | $351K | Sell |
|
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|
2024
Q2 | $303K | Buy |
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|
2023
Q4 | $343K | Buy |
|
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|
2023
Q3 | $77.3K | Sell |
|
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|
2023
Q2 | $113K | Sell |
|
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $77.3K | Buy |
|