EverSource Wealth 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
Q3 | $3.3M | Buy |
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|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $911K | Buy |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $983K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $884K | Buy |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $728K | Buy |
|