Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $753K | Buy |
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|
2023
Q2 | $757K | Sell |
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|
2023
Q1 | $757K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $650K | Sell |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $608K | Sell |
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|
2021
Q1 | $646K | Sell |
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|
2020
Q4 | $701K | Buy |
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|
2020
Q3 | $607K | Sell |
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|
2020
Q2 | $635K | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $743K | Sell |
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|
2019
Q3 | $726K | Sell |
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|
2019
Q2 | $650K | Buy |
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|
2019
Q1 | $607K | Buy |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $511K | Sell |
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|
2018
Q2 | $624K | Buy |
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|
2018
Q1 | $460K | Sell |
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|
2017
Q4 | $675K | Buy |
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