Kestra Private Wealth 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 | $7.35M | Buy |
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|
2025
Q2 | $7.11M | Buy |
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|
2025
Q1 | $6.39M | Buy |
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|
2024
Q4 | $5.17M | Buy |
|
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|
2024
Q3 | $5M | Buy |
|
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|
2024
Q2 | $4.25M | Sell |
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|
2024
Q1 | $4.09M | Sell |
|
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|
2023
Q4 | $4.09M | Buy |
|
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|
2023
Q3 | $3.63M | Buy |
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|
2023
Q2 | $3.36M | Buy |
|
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|
2023
Q1 | $2.46M | Buy |
|
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.44M | Buy |
|
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $869K | Buy |
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|
2020
Q4 | $809K | Buy |
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|
2020
Q3 | $665K | Buy |
|