Elwood & Goetz Wealth Advisory Group’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 | $534K | Sell |
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|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $511K | Buy |
|
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|
2024
Q3 | $528K | Sell |
|
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $212K | Buy |
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