CVA Family Office’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 | $215K | Buy |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $184K | Buy |
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|
2024
Q2 | $156K | Buy |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $136K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $165K | Buy |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $116K | Sell |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $51K | Sell |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $51K | Buy |
|