Gradient Investments’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 | $447K | Buy |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $826K | Sell |
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|
2022
Q4 | $935K | Sell |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $275K | Buy |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $236K | Sell |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $260K | Sell |
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|
2016
Q2 | $293K | Sell |
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|
2016
Q1 | $293K | Buy |
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|
2015
Q4 | $243K | Sell |
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|
2015
Q3 | $261K | Hold |
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|
2015
Q2 | $245K | Buy |
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|
2015
Q1 | $241K | Sell |
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|
2014
Q4 | $337K | Buy |
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|
2014
Q3 | $230K | Buy |
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|
2014
Q2 | $196K | Buy |
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|
2014
Q1 | $80K | Buy |
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|
2013
Q4 | $74K | Buy |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $22K | Buy |
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