Cyndeo Wealth Partners’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 | $743K | Buy |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $538K | Buy |
|
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $480K | Buy |
|
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $247K | Buy |
|