Doliver Advisors’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 | $519K | Hold |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $206K | Buy |
|