CreativeOne Wealth’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 | $2.23M | Sell |
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|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $924K | Sell |
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|
2023
Q3 | $957K | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $606K | Sell |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $448K | Buy |
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