King Wealth Management Group’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 | $359K | Hold |
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|
2025
Q2 | $347K | Hold |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $176K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $272K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $744K | Hold |
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|
2013
Q3 | $745K | Hold |
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|
2013
Q2 | $799K | Buy |
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