Kapstone Financial 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 | $537K | Sell |
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|
2025
Q2 | $540K | Hold |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $530K | Hold |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $403K | Buy |
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