Evermay Wealth Management’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
Q2 | $31.2K | Hold |
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|
2025
Q1 | $31.2K | Hold |
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|
2024
Q4 | $28K | Hold |
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|
2024
Q3 | $30.6K | Sell |
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|
2024
Q2 | $48.7K | Sell |
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|
2024
Q1 | $48.6K | Buy |
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|
2023
Q4 | $21.6K | Buy |
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|
2023
Q3 | $19.4K | Hold |
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|
2023
Q2 | $21K | Hold |
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|
2023
Q1 | $20.8K | Hold |
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|
2022
Q4 | $21.4K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | $154K | Sell |
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|
2021
Q2 | $170K | Buy |
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