Live Oak Private 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
Q3 | $372K | Hold |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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