CoreCap Advisors’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 | $1.06M | Buy |
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|
2025
Q2 | $908K | Sell |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $540K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $389K | Buy |
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