Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q2 | $1.16K | Sell |
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|
2024
Q1 | $174K | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $2.38K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.06K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $21 | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $20 | Hold |
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|
2020
Q4 | $20K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.39K | Sell |
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|
2019
Q4 | $84K | Sell |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $23K | Buy |
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|
2018
Q3 | $20K | Sell |
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|
2018
Q2 | $21K | Buy |
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|
2018
Q1 | $19K | Buy |
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