Legacy Financial 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 | $520K | Buy |
|
|||||
|
2025
Q1 | $499K | Buy |
|
|||||
|
2024
Q4 | $414K | Sell |
|
|||||
|
2024
Q3 | $454K | Sell |
|
|||||
|
2024
Q2 | $400K | Buy |
|
|||||
|
2024
Q1 | $360K | Buy |
|
|||||
|
2023
Q4 | $342K | Buy |
|
|||||
|
2023
Q3 | $292K | Buy |
|
|||||
|
2023
Q2 | $301K | Sell |
|
|||||
|
2023
Q1 | $320K | Sell |
|
|||||
|
2022
Q4 | $336K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $26K | Buy |
|
|||||
|
2018
Q4 | $14K | Buy |
|
|||||
|
2018
Q3 | $4K | Hold |
|
|||||
|
2018
Q2 | $5K | Hold |
|
|||||
|
2018
Q1 | $4K | Sell |
|
|||||
|
2017
Q4 | $7K | Buy |
|