Marcum 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
Q1 | $238K | Sell |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Buy |
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