Mayflower Financial Advisors’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 | $247K | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $209K | Buy |
|
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $7.24M | Buy |
|
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|
2023
Q3 | $6.66M | Sell |
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|
2023
Q2 | $7.24M | Buy |
|
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|
2023
Q1 | $7.17M | Buy |
|
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|
2022
Q4 | $7.36M | Sell |
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|
2022
Q3 | $7.02M | Buy |
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|
2022
Q2 | $7.36M | Buy |
|
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|
2022
Q1 | $7.48M | Buy |
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|
2021
Q4 | $7.07M | Sell |
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|
2021
Q3 | $6.5M | Buy |
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|
2021
Q2 | $6.24M | Buy |
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|
2021
Q1 | $6.41M | Buy |
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|
2020
Q4 | $6.34M | Buy |
|