Obermeyer Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $363K | Buy |
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|
2017
Q1 | $352K | Buy |
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|
2016
Q4 | $314K | Hold |
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|
2016
Q3 | $327K | Buy |
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|
2016
Q2 | $315K | Hold |
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|
2016
Q1 | $304K | Sell |
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|
2015
Q4 | $566K | Buy |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $287K | Buy |
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|
2015
Q1 | $282K | Sell |
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|
2014
Q4 | $329K | Buy |
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|
2014
Q3 | $247K | Buy |
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|
2014
Q2 | $241K | Hold |
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|
2014
Q1 | $234K | Hold |
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|
2013
Q4 | $219K | Hold |
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|
2013
Q3 | $219K | Hold |
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|
2013
Q2 | $235K | Buy |
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