Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $608K | Buy |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $69K | Buy |
|