Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $283K | Sell |
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|
2019
Q3 | $289K | Buy |
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|
2019
Q2 | $2.55K | Buy |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $344K | Buy |
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|
2018
Q1 | $330K | Buy |
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|
2017
Q4 | $354K | Buy |
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|
2017
Q3 | $307K | Buy |
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