Laurel Wealth Advisors (North Carolina)’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 | $4.49M | Sell |
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|
2025
Q2 | $48.1M | Buy |
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|
2025
Q1 | $4.42M | Sell |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $4.35M | Buy |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.59M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $3.79M | Buy |
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|
2022
Q4 | $3.69M | Buy |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $1.02M | Buy |
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