Modera 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 | $958K | Sell |
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|
2025
Q2 | $962K | Sell |
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|
2025
Q1 | $990K | Sell |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $806K | Sell |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Sell |
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|
2019
Q3 | $201K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $422K | Buy |
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|
2015
Q4 | $380K | Buy |
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