Pinnacle Wealth Management Advisory Group’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 | $3.17M | Buy |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $2.07M | Sell |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $236K | Buy |
|