Mission 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 | $1.28M | Buy |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.69M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $366K | Buy |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $336K | Buy |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $369K | Buy |
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|
2018
Q1 | $308K | Sell |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $309K | Buy |
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|
2017
Q2 | $301K | Buy |
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|
2017
Q1 | $301K | Buy |
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|
2016
Q4 | $290K | Buy |
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|
2016
Q3 | $287K | Buy |
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|
2016
Q2 | $294K | Buy |
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|
2016
Q1 | $278K | Sell |
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|
2015
Q4 | $322K | Hold |
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|
2015
Q3 | $308K | Buy |
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