Kingsview Wealth Management’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
Q2 | $9.94M | Buy |
|
|||||
|
2025
Q1 | $3.32M | Buy |
|
|||||
|
2024
Q4 | $2.83M | Buy |
|
|||||
|
2024
Q3 | $3M | Sell |
|
|||||
|
2024
Q2 | $2.69M | Buy |
|
|||||
|
2024
Q1 | $2.01M | Buy |
|
|||||
|
2023
Q4 | $1.87M | Sell |
|
|||||
|
2023
Q3 | $1.85M | Buy |
|
|||||
|
2023
Q2 | $2M | Buy |
|
|||||
|
2023
Q1 | $1.61M | Sell |
|
|||||
|
2022
Q4 | $10.4M | Buy |
|
|||||
|
2022
Q3 | $9.17M | Buy |
|
|||||
|
2022
Q2 | $8.99M | Buy |
|
|||||
|
2022
Q1 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $1.36M | Buy |
|
|||||
|
2021
Q3 | $1.23M | Buy |
|
|||||
|
2021
Q2 | $1.09M | Buy |
|
|||||
|
2021
Q1 | $761K | Buy |
|
|||||
|
2020
Q4 | $637K | Buy |
|
|||||
|
2020
Q3 | $534K | Sell |
|
|||||
|
2020
Q2 | $545K | Sell |
|
|||||
|
2020
Q1 | $625K | Buy |
|
|||||
|
2019
Q4 | $538K | Sell |
|
|||||
|
2019
Q3 | $601K | Buy |
|
|||||
|
2019
Q2 | $413K | Sell |
|
|||||
|
2019
Q1 | $522K | Buy |
|
|||||
|
2018
Q4 | $272K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $208K | Buy |
|
|||||
|
2018
Q1 | $200K | Sell |
|
|||||
|
2017
Q4 | $283K | Buy |
|
|||||
|
2017
Q3 | $282K | Buy |
|