Interactive Financial 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
$209K Hold
2025
Q2
$203K Hold
2025
Q1
$203K Buy
2023
Q1
Sell
2022
Q4
$158K Hold
2022
Q3
$150K Hold
2022
Q2
$157K Hold
2022
Q1
$160K Sell
2021
Q4
$152K Buy
2021
Q3
$137K Hold
2021
Q2
$134K Hold
2021
Q1
$137K Hold
2020
Q4
$136K Hold
2020
Q3
$120K Hold
2020
Q2
$114K Hold
2020
Q1
$120K Hold
2019
Q4
$141K Hold
2019
Q3
$136K Hold
2019
Q2
$122K Hold
2019
Q1
$114K Buy