High Net Worth Advisory Group’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 | $1.44M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.41M | Hold |
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|
2024
Q3 | $1.54M | Hold |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $750K | Hold |
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|
2022
Q2 | $786K | Sell |
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|
2022
Q1 | $807K | Hold |
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|
2021
Q4 | $763K | Buy |
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