Daymark 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 | $3.92M | Buy |
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|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $3.34M | Sell |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $286K | Buy |
|