Guardian Wealth Advisors (North Carolina)’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 | $1.29M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $957K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $873K | Sell |
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|
2022
Q4 | $896K | Hold |
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|
2022
Q3 | $853K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $655K | Buy |
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