J.W. Cole 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 | $8.84M | Buy |
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|
2025
Q2 | $8.3M | Buy |
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|
2025
Q1 | $7.68M | Buy |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $3.44M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $491K | Sell |
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|
2019
Q4 | $2.06M | Buy |
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