Perigon 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
Q3 | $3.08M | Buy |
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|
2025
Q2 | $2.36M | Buy |
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|
2025
Q1 | $2.35M | Buy |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $1.09M | Buy |
|
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|
2023
Q1 | $969K | Buy |
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|
2022
Q4 | $957K | Buy |
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|
2022
Q3 | $795K | Buy |
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|
2022
Q2 | $738K | Buy |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $334K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $26K | Buy |
|