Linscomb Wealth’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 | $763K | Sell |
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|
2025
Q1 | $1,000K | Sell |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $834K | Hold |
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|
2024
Q2 | $718K | Buy |
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|
2024
Q1 | $663K | Sell |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $612K | Hold |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $673K | Sell |
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|
2022
Q4 | $732K | Buy |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $637K | Sell |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $726K | Sell |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $556K | Sell |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $511K | Sell |
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|
2020
Q2 | $530K | Buy |
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|
2020
Q1 | $542K | Buy |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $515K | Buy |
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|
2018
Q4 | $428K | Buy |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $455K | Sell |
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|
2017
Q4 | $515K | Buy |
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|
2017
Q3 | $455K | Sell |
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|
2017
Q2 | $450K | Sell |
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|
2017
Q1 | $527K | Buy |
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|
2016
Q4 | $492K | Sell |
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|
2016
Q3 | $566K | Sell |
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|
2016
Q2 | $629K | Buy |
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|
2016
Q1 | $492K | Buy |
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|
2015
Q4 | $445K | Buy |
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|
2015
Q3 | $412K | Sell |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $506K | Buy |
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|
2014
Q4 | $467K | Buy |
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|
2014
Q3 | $411K | Sell |
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|
2014
Q2 | $455K | Sell |
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|
2014
Q1 | $460K | Buy |
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|
2013
Q4 | $375K | Sell |
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|
2013
Q3 | $696K | Buy |
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|
2013
Q2 | $734K | Buy |
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