Lee, Danner & Bass’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 | $466K | Hold |
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|
2025
Q2 | $452K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $405K | Hold |
|
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $389K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $403K | Sell |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $396K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $334K | Buy |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $395K | Buy |
|