IVC Wealth 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 | $528K | Buy |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $708K | Buy |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $397K | Sell |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $371K | Buy |
|