Drake & Associates’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 | $552K | Buy |
|
|||||
|
2025
Q1 | $480K | Buy |
|
|||||
|
2024
Q4 | $335K | Sell |
|
|||||
|
2024
Q3 | $393K | Buy |
|
|||||
|
2024
Q2 | $297K | Buy |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $263K | Buy |
|
|||||
|
2023
Q3 | $221K | Sell |
|
|||||
|
2023
Q2 | $243K | Sell |
|
|||||
|
2023
Q1 | $248K | Buy |
|
|||||
|
2022
Q4 | $254K | Sell |
|
|||||
|
2022
Q3 | $250K | Sell |
|
|||||
|
2022
Q2 | $278K | Buy |
|