Legacy Wealth Asset Management’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 | $844K | Sell |
|
|||||
|
2025
Q2 | $902K | Sell |
|
|||||
|
2025
Q1 | $907K | Sell |
|
|||||
|
2024
Q4 | $826K | Sell |
|
|||||
|
2024
Q3 | $916K | Sell |
|
|||||
|
2024
Q2 | $790K | Sell |
|
|||||
|
2024
Q1 | $809K | Buy |
|
|||||
|
2023
Q4 | $782K | Buy |
|
|||||
|
2023
Q3 | $722K | Sell |
|
|||||
|
2023
Q2 | $784K | Sell |
|
|||||
|
2023
Q1 | $807K | Buy |
|
|||||
|
2022
Q4 | $827K | Buy |
|
|||||
|
2022
Q3 | $774K | Sell |
|
|||||
|
2022
Q2 | $1.02M | Sell |
|
|||||
|
2022
Q1 | $1.03M | Buy |
|
|||||
|
2021
Q4 | $954K | Buy |
|
|||||
|
2021
Q3 | $786K | Buy |
|
|||||
|
2021
Q2 | $759K | Buy |
|
|||||
|
2021
Q1 | $761K | Buy |
|
|||||
|
2020
Q4 | $734K | Buy |
|