Jackson Thornton Wealth Management’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
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $962K | Buy |
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|
2024
Q2 | $827K | Buy |
|
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $746K | Sell |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $750K | Buy |
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|
2023
Q1 | $737K | Buy |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $746K | Buy |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $775K | Buy |
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|
2021
Q4 | $718K | Buy |
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