Fee-Only Financial Planning’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 | $535K | Hold |
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|
2025
Q2 | $519K | Hold |
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|
2025
Q1 | $520K | Hold |
|
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|
2024
Q4 | $465K | Hold |
|
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|
2024
Q3 | $510K | Sell |
|
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|
2024
Q2 | $477K | Hold |
|
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|
2024
Q1 | $441K | Hold |
|
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|
2023
Q4 | $431K | Hold |
|
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $432K | Hold |
|
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|
2023
Q1 | $428K | Hold |
|
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|
2022
Q4 | $439K | Buy |
|