Lindbrook Capital’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
Q1 | $552K | Buy |
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|
2024
Q4 | $481K | Buy |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $360K | Buy |
|
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $153K | Sell |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $149K | Buy |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $60K | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $44K | Sell |
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|
2020
Q2 | $43K | Sell |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $35K | Sell |
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|
2018
Q4 | $36K | Buy |
|