David J. Yvars Group’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
Q2 | $665K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $646K | Buy |
|
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $513K | Buy |
|
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $459K | Sell |
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|
2020
Q4 | $509K | Buy |
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