O'Brien Greene & Co’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 | $351K | Hold |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $354K | Hold |
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|
2019
Q4 | $416K | Hold |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $469K | Sell |
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|
2018
Q4 | $429K | Buy |
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