Mascoma Wealth Management’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
Q4 | $1.57K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $35K | Sell |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $42K | Hold |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $44K | Sell |
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|
2017
Q2 | $48K | Buy |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $15K | Buy |
|