Legacy Bridge’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 | $192K | Hold |
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|
2025
Q1 | $193K | Sell |
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|
2024
Q4 | $177K | Hold |
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|
2024
Q3 | $194K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $154K | Hold |
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|
2023
Q4 | $151K | Sell |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $167K | Hold |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $117K | Hold |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $125K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $104K | Hold |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $80K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $31K | Buy |
|