Lloyd Advisory Services’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 | $354K | Buy |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $187K | Sell |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $194K | Sell |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | $160K | Sell |
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|
2020
Q2 | $183K | Buy |
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|
2020
Q1 | $142K | Sell |
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|
2019
Q4 | $371K | Buy |
|