Fayez Sarofim & Co’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 | $237K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $461K | Hold |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $201K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $247K | Buy |
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