PBMares 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 | $301K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $295K | Buy |
|
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $361K | Buy |
|