Dakota 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 | $10.7M | Sell |
|
|||||
|
2025
Q2 | $12.9M | Sell |
|
|||||
|
2025
Q1 | $12.9M | Sell |
|
|||||
|
2024
Q4 | $13.9M | Sell |
|
|||||
|
2024
Q3 | $15.6M | Sell |
|
|||||
|
2024
Q2 | $14.3M | Buy |
|
|||||
|
2024
Q1 | $13.2M | Buy |
|
|||||
|
2023
Q4 | $243K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $307K | Sell |
|
|||||
|
2020
Q4 | $308K | Hold |
|
|||||
|
2020
Q3 | $272K | Sell |
|
|||||
|
2020
Q2 | $294K | Sell |
|
|||||
|
2020
Q1 | $317K | Buy |
|
|||||
|
2019
Q4 | $240K | Sell |
|
|||||
|
2019
Q3 | $240K | Sell |
|
|||||
|
2019
Q2 | $222K | Sell |
|
|||||
|
2019
Q1 | $211K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $200K | Buy |
|