Paces Ferry Wealth 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
Q2 | $356K | Sell |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $627K | Sell |
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|
2022
Q1 | $695K | Buy |
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|
2021
Q4 | $657K | Buy |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $539K | Buy |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $455K | Buy |
|