Destination 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 | $693K | Buy |
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|
2025
Q2 | $657K | Buy |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $611K | Buy |
|
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|
2024
Q3 | $478K | Buy |
|
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $36K | Sell |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $65K | Buy |
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|
2018
Q3 | $47K | Sell |
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|
2018
Q2 | $107K | Buy |
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|
2018
Q1 | $23K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $262K | Buy |
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|
2016
Q4 | $245K | Buy |
|