Palumbo Wealth Management’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 | $394K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $350K | Buy |
|
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $862K | Sell |
|
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|
2022
Q4 | $940K | Buy |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $779K | Buy |
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|
2021
Q3 | $670K | Sell |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $686K | Buy |
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|
2020
Q4 | $616K | Buy |
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