Evoke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $283K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $238K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $62K | Sell |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $72K | Buy |
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|
2020
Q4 | $64K | Buy |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $54K | Sell |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $188K | Sell |
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|
2019
Q3 | $191K | Buy |
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