OneAscent Financial Services’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 | $1.19M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $455K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $745K | Buy |
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|
2019
Q4 | $814K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $586K | Buy |
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