Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $188K | Hold |
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|
2021
Q1 | $194K | Hold |
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|
2020
Q4 | $191K | Hold |
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|
2020
Q3 | $169K | Sell |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $169K | Hold |
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|
2019
Q4 | $198K | Hold |
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|
2019
Q3 | $192K | Hold |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $161K | Hold |
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|
2018
Q4 | $137K | Hold |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $144K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $168K | Buy |
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