Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.95M | Buy |
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|
2025
Q4 | $5.99M | Buy |
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|
2025
Q3 | $4.81M | Sell |
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|
2025
Q2 | $7.98M | Buy |
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|
2025
Q1 | $7.84M | Buy |
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|
2024
Q4 | $5.3M | Buy |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $260K | Buy |
|