Creative Financial Designs’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 | $127K | Sell |
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|
2025
Q2 | $173K | Sell |
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|
2025
Q1 | $217K | Buy |
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|
2024
Q4 | $148K | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $957K | Buy |
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|
2021
Q1 | $889K | Sell |
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|
2020
Q4 | $908K | Buy |
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|
2020
Q3 | $800K | Buy |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $689K | Sell |
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|
2019
Q4 | $925K | Buy |
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|
2019
Q3 | $883K | Buy |
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|
2019
Q2 | $775K | Buy |
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|
2019
Q1 | $567K | Buy |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $473K | Sell |
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|
2017
Q3 | $546K | Buy |
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|
2017
Q2 | $514K | Buy |
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|
2017
Q1 | $493K | Buy |
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|
2016
Q4 | $333K | Buy |
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