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
Q4 | – | Sell |
|
|||||
|
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 |
|