ML&R 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
Q1
$386K Sell
2023
Q4
$379K Buy
2023
Q3
$276K Buy
2023
Q2
$238K Hold
2023
Q1
$236K Sell
2022
Q4
$258K Sell
2022
Q3
$250K Sell
2022
Q2
$313K Buy
2022
Q1
$281K Buy
2021
Q4
$229K Buy