Element Wealth’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 | $727K | Buy |
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|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $685K | Sell |
|
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|
2024
Q3 | $765K | Buy |
|
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|
2024
Q2 | $631K | Buy |
|
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $551K | Buy |
|
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $548K | Buy |
|
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $550K | Buy |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $530K | Buy |
|
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|
2021
Q2 | $516K | Buy |
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|
2021
Q1 | $523K | Buy |
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|
2020
Q4 | $500K | Buy |
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|
2020
Q3 | $439K | Buy |
|
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $356K | Buy |
|