Institute for Wealth Management’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 | $365K | Buy |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $496K | Sell |
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|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $598K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $631K | Sell |
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|
2018
Q1 | $652K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $711K | Sell |
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|
2017
Q2 | $703K | Buy |
|