Cornerstone 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
Q2 | $836K | Sell |
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|
2025
Q1 | $4.92M | Sell |
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|
2024
Q4 | $6.59M | Hold |
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|
2024
Q3 | $7.21M | Hold |
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|
2024
Q2 | $6.21M | Sell |
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|
2024
Q1 | $6.3M | Sell |
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|
2023
Q4 | $6.31M | Sell |
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|
2023
Q3 | $7.05M | Sell |
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|
2023
Q2 | $7.88M | Buy |
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|
2023
Q1 | $6.82M | Sell |
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|
2022
Q4 | $8.32M | Hold |
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|
2022
Q3 | $7.92M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.45M | Buy |
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|
2021
Q1 | $746K | Hold |
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|
2020
Q4 | $737K | Sell |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.14M | Hold |
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|
2020
Q1 | $1.19M | Hold |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q1 | $2.95M | Hold |
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|
2018
Q4 | $2.5M | Hold |
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|
2018
Q3 | $2.48M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $792K | Hold |
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|
2016
Q4 | $782K | Buy |
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|
2016
Q3 | $559K | Hold |
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|
2016
Q2 | $585K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $531K | Sell |
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|
2014
Q4 | $982K | Buy |
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|
2014
Q3 | $524K | Hold |
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|
2014
Q2 | $545K | Hold |
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|
2014
Q1 | $527K | Hold |
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|
2013
Q4 | $493K | Hold |
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|
2013
Q3 | $494K | Hold |
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|
2013
Q2 | $530K | Buy |
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