Elevated Capital 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
Q4 | $12.7K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q1 | $919K | Sell |
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|
2020
Q4 | $855K | Sell |
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|
2020
Q3 | $958K | Sell |
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|
2020
Q2 | $821K | Buy |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q1 | $740K | Buy |
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