Nadler Financial Group’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 | $453K | Hold |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $229K | Hold |
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|
2019
Q2 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $223K | Sell |
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|
2014
Q4 | $264K | Buy |
|