Edgestream Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $7.97M | Sell |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $3.29M | Buy |
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|
2022
Q3 | $940K | Sell |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.55M | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.57M | Buy |
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $2.24M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $332K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.84M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $290K | Buy |
|