Integrated Wealth Concepts’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 | $7.28M | Buy |
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|
2025
Q2 | $6.45M | Buy |
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|
2025
Q1 | $6.24M | Sell |
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|
2024
Q4 | $5.75M | Buy |
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|
2024
Q3 | $5.75M | Sell |
|
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|
2024
Q2 | $5.11M | Buy |
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|
2024
Q1 | $4.66M | Buy |
|
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $3.76M | Buy |
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|
2023
Q2 | $3.85M | Buy |
|
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|
2023
Q1 | $3.39M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $974K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $984K | Buy |
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|
2021
Q2 | $892K | Buy |
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|
2021
Q1 | $890K | Buy |
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|
2020
Q4 | $537K | Sell |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $422K | Buy |
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|
2020
Q1 | $404K | Buy |
|
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|
2019
Q4 | $460K | Sell |
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|
2019
Q3 | $456K | Sell |
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|
2019
Q2 | $464K | Buy |
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|
2019
Q1 | $405K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $338K | Buy |
|