McGlone Suttner 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
Q3 | $817K | Sell |
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|
2025
Q2 | $900K | Buy |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $367K | Buy |
|