Madrona Financial 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 | $321K | Buy |
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|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $208K | Buy |
|