Eastover Investment 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 | $491K | Hold |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $477K | Hold |
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|
2024
Q4 | $427K | Hold |
|
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $705K | Buy |
|