Jeppson 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
Q3 | $1.64M | Sell |
|
|||||
|
2025
Q2 | $1.6M | Sell |
|
|||||
|
2025
Q1 | $1.61M | Buy |
|
|||||
|
2024
Q4 | $1.43M | Buy |
|
|||||
|
2024
Q3 | $1.56M | Sell |
|
|||||
|
2024
Q2 | $1.34M | Buy |
|
|||||
|
2024
Q1 | $1.22M | Sell |
|
|||||
|
2023
Q4 | $1.19M | Buy |
|
|||||
|
2023
Q3 | $749K | Buy |
|
|||||
|
2023
Q2 | $738K | Sell |
|
|||||
|
2023
Q1 | $741K | Buy |
|
|||||
|
2022
Q4 | $751K | Buy |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2022
Q2 | $316K | Buy |
|
|||||
|
2022
Q1 | $201K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $149K | Buy |
|