Diversified Portfolios Inc’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $338K | Buy |
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