Cornerstone Advisory’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 | $2.13M | Buy |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $478K | Buy |
|
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|
2024
Q3 | $487K | Buy |
|
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|
2024
Q2 | $416K | Sell |
|
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|
2024
Q1 | $402K | Buy |
|
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|
2023
Q4 | $356K | Buy |
|
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $314K | Buy |
|
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $201K | Buy |
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