Fiduciary Group’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
Q2 | $8.83M | Sell |
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|
2025
Q1 | $8.91M | Sell |
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|
2024
Q4 | $8.19M | Sell |
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|
2024
Q3 | $9.25M | Sell |
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|
2024
Q2 | $8.18M | Sell |
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|
2024
Q1 | $7.8M | Sell |
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|
2023
Q4 | $7.65M | Sell |
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|
2023
Q3 | $7.2M | Buy |
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|
2023
Q2 | $7.8M | Sell |
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|
2023
Q1 | $7.81M | Sell |
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|
2022
Q4 | $8.06M | Buy |
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|
2022
Q3 | $7.32M | Buy |
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|
2022
Q2 | $8.51M | Buy |
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|
2022
Q1 | $7.52M | Buy |
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|
2021
Q4 | $6.12M | Buy |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $5.49M | Buy |
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|
2021
Q1 | $5.26M | Buy |
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|
2020
Q4 | $4.14M | Buy |
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|
2020
Q3 | $2.95M | Buy |
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|
2020
Q2 | $2.19M | Buy |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $2.14M | Sell |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.65M | Sell |
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|
2018
Q1 | $1.64M | Sell |
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|
2017
Q4 | $1.82M | Sell |
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|
2017
Q3 | $1.88M | Sell |
|
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|
2017
Q2 | $1.86M | Buy |
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|
2017
Q1 | $1.9M | Sell |
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|
2016
Q4 | $2.02M | Buy |
|
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|
2016
Q3 | $1.94M | Sell |
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|
2016
Q2 | $2.06M | Buy |
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|
2016
Q1 | $1.97M | Buy |
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|
2015
Q4 | $1.68M | Buy |
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|
2015
Q3 | $1.52M | Buy |
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|
2015
Q2 | $1.34M | Buy |
|