Operose Advisors’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 | $30.5K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $36.9K | Hold |
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|
2024
Q2 | $31.7K | Sell |
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|
2024
Q1 | $36.5K | Buy |
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|
2023
Q4 | $28.7K | Sell |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $80K | Hold |
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|
2023
Q1 | $79.3K | Buy |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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