Key Client Fiduciary 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 | $413K | Sell |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $445K | Buy |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $405K | Buy |
|