Cornerstone Wealth Management’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 | $489K | Buy |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $428K | Buy |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $427K | Sell |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $724K | Buy |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $6.6M | Sell |
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|
2018
Q2 | $7.25M | Buy |
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|
2018
Q1 | $366K | Buy |
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|
2017
Q4 | $318K | Buy |
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|
2017
Q3 | $327K | Hold |
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|
2017
Q2 | $312K | Buy |
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|
2017
Q1 | $324K | Buy |
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|
2016
Q4 | $228K | Sell |
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|
2016
Q3 | $238K | Buy |
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