Keebeck 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 | $538K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $36K | Buy |
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