Laffer Tengler Investments’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 | $239K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $187K | Sell |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $9.07K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.99M | Hold |
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|
2018
Q4 | $2.54M | Hold |
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|
2018
Q3 | $2.52M | Hold |
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|
2018
Q2 | $2.68M | Hold |
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|
2018
Q1 | $2.58M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.62M | Hold |
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|
2016
Q2 | $1.69M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $39.4K | Buy |
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