Drive 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
Q4 | $450K | Sell |
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|
2025
Q3 | $531K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $425K | Buy |
|
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|
2024
Q4 | $367K | Buy |
|
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|
2024
Q3 | $362K | Buy |
|
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $201K | Buy |
|