Morris Financial Concepts’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
Q2 | $320K | Buy |
|
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|
2025
Q1 | $304K | Sell |
|
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|
2024
Q4 | $300K | Buy |
|
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|
2024
Q3 | $298K | Buy |
|
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|
2024
Q2 | $256K | Buy |
|
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|
2024
Q1 | $231K | Sell |
|
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|
2023
Q4 | $240K | Sell |
|
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|
2023
Q3 | $230K | Sell |
|
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|
2023
Q2 | $302K | Sell |
|
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|
2023
Q1 | $323K | Sell |
|
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|
2022
Q4 | $349K | Sell |
|
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|
2022
Q3 | $348K | Buy |
|
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $301K | Sell |
|
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|
2021
Q4 | $288K | Buy |
|