Kestra Advisory Services’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 | $31.9M | Buy |
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|
2025
Q2 | $25.1M | Buy |
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|
2025
Q1 | $23.5M | Sell |
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|
2024
Q4 | $21.7M | Sell |
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|
2024
Q3 | $26.6M | Sell |
|
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|
2024
Q2 | $24.7M | Buy |
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|
2024
Q1 | $20M | Buy |
|
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $16.1M | Buy |
|
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $9.36M | Sell |
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|
2021
Q2 | $11M | Sell |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $19.6M | Buy |
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|
2020
Q3 | $14.2M | Buy |
|