Lokken Investment Group’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 | $462K | Buy |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $390K | Sell |
|
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|
2024
Q3 | $433K | Buy |
|
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|
2024
Q2 | $371K | Hold |
|
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $339K | Buy |
|
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $289K | Buy |
|