Northstar Advisory 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 | $713K | Sell |
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|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $594K | Buy |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $397K | Buy |
|