GoalVest Advisory’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 | $1.56M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.42M | Buy |
|
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|
2024
Q4 | $1.07M | Sell |
|
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|
2024
Q3 | $1.19M | Buy |
|
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|
2024
Q2 | $994K | Sell |
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|
2024
Q1 | $991K | Buy |
|
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|
2023
Q4 | $877K | Buy |
|
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|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $747K | Sell |
|
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|
2023
Q1 | $1.12M | Buy |
|
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|
2022
Q4 | $1.03M | Buy |
|
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $829K | Buy |
|
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|
2022
Q1 | $685K | Buy |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $684K | Sell |
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|
2020
Q4 | $1.12M | Buy |
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