PFG Private 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
Q4 | $234K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $177K | Sell |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $171K | Sell |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $2.88K | Sell |
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|
2023
Q3 | $5.83K | Sell |
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|
2023
Q2 | $19.2K | Buy |
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|
2023
Q1 | $10.2K | Buy |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Buy |
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