Oliver Lagore Vanvalin Investment 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
Q2 | $462K | Buy |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $111K | Sell |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $128K | Buy |
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