Family Asset 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
2024
Q3
$307K Hold
2024
Q2
$264K Hold
2024
Q1
$244K Hold
2023
Q4
$239K Sell
2023
Q3
$236K Hold
2023
Q2
$257K Hold
2023
Q1
$254K Hold
2022
Q4
$261K Buy