Exencial 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 | $867K | Sell |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $799K | Sell |
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|
2024
Q4 | $726K | Sell |
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|
2024
Q3 | $812K | Buy |
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|
2024
Q2 | $674K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $210K | Buy |
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