Key Financial Inc’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 | $24.3K | Sell |
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|
2025
Q2 | $24.7K | Hold |
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|
2025
Q1 | $24.7K | Hold |
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|
2024
Q4 | $22.1K | Hold |
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|
2024
Q3 | $24.3K | Buy |
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|
2024
Q2 | $19.9K | Hold |
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|
2024
Q1 | $18.4K | Buy |
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|
2023
Q4 | $3.15K | Sell |
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|
2023
Q3 | $8.93K | Hold |
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|
2023
Q2 | $9.69K | Buy |
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|
2023
Q1 | $2.99K | Hold |
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|
2022
Q4 | $2.92K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Buy |
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