Orion Portfolio Solutions’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
Q1 | $25.2M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $23.4M | Sell |
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|
2024
Q2 | $21.6M | Sell |
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|
2024
Q1 | $19.9M | Sell |
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|
2023
Q4 | $20.4M | Sell |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $19M | Buy |
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|
2023
Q1 | $18M | Buy |
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|
2022
Q4 | $7.53M | Buy |
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|
2022
Q3 | $6.34M | Sell |
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|
2022
Q2 | $6.97M | Buy |
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|
2022
Q1 | $5.46M | Sell |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $4.7M | Buy |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $4.4M | Sell |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.65M | Buy |
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|
2020
Q1 | $3.66M | Sell |
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|
2019
Q4 | $4.65M | Buy |
|