Lebenthal Global Advisors’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 | $1.35M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $307K | Hold |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $360K | Buy |
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