Freedom 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 | $863K | Sell |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $900K | Buy |
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|
2024
Q3 | $950K | Sell |
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|
2024
Q2 | $898K | Sell |
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|
2024
Q1 | $850K | Buy |
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|
2023
Q4 | $737K | Buy |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $439K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $257K | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $349K | Buy |
|
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $529K | Buy |
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|
2018
Q2 | $549K | Sell |
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|
2018
Q1 | $995K | Buy |
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|
2017
Q4 | $947K | Buy |
|
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|
2017
Q3 | $957K | Buy |
|
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|
2017
Q2 | $875K | Buy |
|
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|
2017
Q1 | $891K | Buy |
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|
2016
Q4 | $785K | Buy |
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|
2016
Q3 | $798K | Buy |
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|
2016
Q2 | $684K | Sell |
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|
2016
Q1 | $797K | Buy |
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|
2015
Q4 | $615K | Buy |
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|
2015
Q3 | $732K | Sell |
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|
2015
Q2 | $324K | Sell |
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|
2015
Q1 | $361K | Buy |
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|
2014
Q4 | $391K | Buy |
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|
2014
Q3 | $334K | Buy |
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|
2014
Q2 | $316K | Buy |
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|
2014
Q1 | $283K | Sell |
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|
2013
Q4 | $321K | Buy |
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|
2013
Q3 | $316K | Sell |
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|
2013
Q2 | $348K | Buy |
|