ICW Investment Advisors’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 | $1.82M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $896K | Buy |
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|
2021
Q1 | $899K | Buy |
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|
2020
Q4 | $838K | Sell |
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|
2020
Q3 | $771K | Buy |
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|
2020
Q2 | $714K | Buy |
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|
2020
Q1 | $719K | Buy |
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|
2019
Q4 | $774K | Buy |
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