Financial Perspectives’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 | $5.49K | Hold |
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|
2025
Q2 | $5.32K | Hold |
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|
2025
Q1 | $5.33K | Sell |
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|
2024
Q4 | $25.8K | Buy |
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|
2024
Q3 | $23.1K | Hold |
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|
2024
Q2 | $19.9K | Hold |
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|
2024
Q1 | $18.4K | Hold |
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|
2023
Q4 | $18K | Hold |
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|
2023
Q3 | $16.6K | Hold |
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|
2023
Q2 | $18K | Hold |
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|
2023
Q1 | $17.8K | Hold |
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|
2022
Q4 | $18.3K | Hold |
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|
2022
Q3 | $17.4K | Hold |
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|
2022
Q2 | $18.3K | Hold |
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|
2022
Q1 | $18.6K | Hold |
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|
2021
Q4 | $17.6K | Hold |
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|
2021
Q3 | $15.9K | Hold |
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|
2021
Q2 | $15.5K | Sell |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $169K | Hold |
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|
2020
Q1 | $176K | Hold |
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|
2019
Q4 | $207K | Buy |
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