Cornerstone Planning Group’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 | $1.17K | Sell |
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|
2025
Q2 | $199K | Sell |
|
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|
2025
Q1 | $228K | Buy |
|
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|
2024
Q4 | $194K | Buy |
|
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|
2024
Q3 | $200K | Buy |
|
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|
2024
Q2 | $172K | Buy |
|
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|
2024
Q1 | $50.2K | Sell |
|
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|
2023
Q4 | $51.1K | Sell |
|
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|
2023
Q3 | $53.5K | Sell |
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|
2023
Q2 | $68.1K | Buy |
|
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|
2022
Q4 | $69.9K | Buy |
|