Krilogy Financial’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
$833K Buy
2018
Q4
Sell
2018
Q3
$53K Buy
2018
Q2
Sell
2018
Q1
$481K Hold
2017
Q4
$518K Buy
2017
Q3
$350K Buy
2017
Q2
$61K Hold
2017
Q1
$62K Hold
2016
Q4
$62K Sell
2016
Q3
$106K Buy
2016
Q2
$111K Buy
2016
Q1
$57K Buy
2015
Q4
Sell
2015
Q3
$45K Buy