NewSquare Capital’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 | – | Sell |
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|
2025
Q2 | $40.3K | Buy |
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|
2025
Q1 | $31.7K | Buy |
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|
2024
Q4 | $6.94K | Sell |
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|
2024
Q3 | $7.55K | Sell |
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|
2024
Q2 | $7.48K | Sell |
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|
2024
Q1 | $14.2K | Sell |
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|
2023
Q4 | $7.05M | Buy |
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|
2023
Q3 | $6.39M | Buy |
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|
2023
Q2 | $6.73M | Buy |
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|
2023
Q1 | $6.27M | Buy |
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|
2022
Q4 | $5.95M | Buy |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $4.77M | Buy |
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|
2021
Q4 | $4.04M | Buy |
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|
2021
Q3 | $3.27M | Buy |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $3M | Buy |
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|
2020
Q4 | $2.83M | Buy |
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|
2020
Q3 | $2.47M | Buy |
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|
2020
Q2 | $2.21M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $2.67M | Buy |
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|
2019
Q3 | $2.33M | Buy |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.86M | Sell |
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|
2018
Q4 | $1.6M | Buy |
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|
2018
Q3 | $1.57M | Buy |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $998K | Buy |
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|
2017
Q1 | $975K | Buy |
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|
2016
Q4 | $811K | Buy |
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|
2016
Q3 | $793K | Buy |
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|
2016
Q2 | $785K | Buy |
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|
2016
Q1 | $616K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $10K | Hold |
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|
2014
Q3 | $9K | Buy |
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