MBA 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 | $211K | Buy |
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|
2025
Q2 | $203K | Hold |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $327 | Hold |
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|
2021
Q1 | $336 | Buy |
|