LVZ Inc’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 | $1.76M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $885K | Sell |
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|
2023
Q2 | $984K | Buy |
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|
2023
Q1 | $738K | Buy |
|
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $571K | Sell |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $582K | Buy |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $235K | Buy |
|