Halpern Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.3K | Hold |
|
|||||
|
2024
Q2 | $3.65K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $35.6K | Hold |
|
|||||
|
2023
Q2 | $38.6K | Hold |
|
|||||
|
2023
Q1 | $38.3K | Hold |
|
|||||
|
2022
Q4 | $39.3K | Hold |
|
|||||
|
2022
Q3 | $37.4K | Hold |
|
|||||
|
2022
Q2 | $39.2K | Hold |
|
|||||
|
2022
Q1 | $39.9K | Hold |
|
|||||
|
2021
Q4 | $37.7K | Buy |
|