Cornerstone Wealth 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
Q2 | $8.39M | Buy |
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|
2025
Q1 | $8.33M | Sell |
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|
2024
Q4 | $7.91M | Buy |
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|
2024
Q3 | $8.39M | Buy |
|
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|
2024
Q2 | $7.04M | Sell |
|
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|
2024
Q1 | $12.1M | Buy |
|
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|
2023
Q4 | $11.5M | Buy |
|
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $4.25M | Buy |
|
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|
2023
Q1 | $569K | Sell |
|
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $563K | Buy |
|
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|
2022
Q1 | $571K | Sell |
|
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $483K | Buy |
|
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|
2021
Q2 | $484K | Buy |
|
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|
2021
Q1 | $505K | Buy |
|
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $564K | Sell |
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|
2020
Q1 | $611K | Sell |
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|
2019
Q4 | $780K | Sell |
|
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|
2019
Q3 | $887K | Sell |
|
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|
2019
Q2 | $820K | Buy |
|
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|
2019
Q1 | $760K | Buy |
|