Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $553K | Hold |
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|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $545K | Hold |
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|
2022
Q4 | $560K | Hold |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $552K | Hold |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $620K | Sell |
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|
2021
Q1 | $700K | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $938K | Sell |
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|
2020
Q2 | $933K | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $853K | Sell |
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|
2018
Q3 | $858K | Sell |
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|
2018
Q2 | $953K | Buy |
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|
2018
Q1 | $918K | Buy |
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|
2017
Q4 | $986K | Buy |
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|
2017
Q3 | $987K | Buy |
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|
2017
Q2 | $960K | Buy |
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|
2017
Q1 | $891K | Buy |
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|
2016
Q4 | $853K | Buy |
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|
2016
Q3 | $888K | Buy |
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|
2016
Q2 | $916K | Sell |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $652K | Buy |
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|
2015
Q3 | $564K | Buy |
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|
2015
Q1 | $286K | Buy |
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|
2014
Q4 | $312K | Buy |
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|
2014
Q3 | $281K | Sell |
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|
2014
Q2 | $303K | Buy |
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|
2014
Q1 | $204K | Sell |
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|
2013
Q4 | $865K | Buy |
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|
2013
Q3 | $189K | Buy |
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