KMG Fiduciary Partners’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 | $420K | Buy |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $562K | Hold |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $628K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $329K | Buy |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $584K | Buy |
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|
2019
Q4 | $511K | Hold |
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|
2019
Q3 | $495K | Buy |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $337K | Buy |
|