Jackson Grant Investment Advisers’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 | $196K | Buy |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $181K | Buy |
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|
2024
Q2 | $154K | Buy |
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|
2024
Q1 | $141K | Buy |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $125K | Buy |
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|
2023
Q2 | $135K | Buy |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $127K | Buy |
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|
2022
Q1 | $128K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $105K | Buy |
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|
2020
Q4 | $103K | Buy |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | $88K | Buy |
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|
2019
Q4 | $103K | Buy |
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|
2019
Q3 | $99K | Buy |
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|
2019
Q2 | $87K | Buy |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $64K | Buy |
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|
2018
Q2 | $67K | Buy |
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|
2018
Q1 | $63K | Sell |
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|
2017
Q4 | $116K | Buy |
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|
2017
Q3 | $117K | Sell |
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|
2017
Q2 | $159K | Buy |
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|
2017
Q1 | $163K | Buy |
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|
2016
Q4 | $160K | Sell |
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|
2016
Q3 | $175K | Buy |
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|
2016
Q2 | $181K | Buy |
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|
2016
Q1 | $172K | Buy |
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|
2015
Q4 | $156K | Buy |
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