Measured Wealth Private Client Group’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 | $195K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $427K | Sell |
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|
2019
Q3 | $506K | Sell |
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|
2019
Q2 | $924K | Sell |
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|
2019
Q1 | $958K | Buy |
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|
2018
Q4 | $659K | Sell |
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|
2018
Q3 | $817K | Buy |
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|
2018
Q2 | $852K | Buy |
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|
2017
Q3 | $1.01M | Buy |
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