Insigneo Advisory Services’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 | $347K | Sell |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $707K | Buy |
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|
2024
Q1 | $438K | Buy |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $201K | Buy |
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