Pinnacle Wealth Management 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 | $484K | Sell |
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|
2025
Q2 | $476K | Sell |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $447K | Hold |
|
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|
2024
Q3 | $489K | Hold |
|
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $389K | Buy |
|
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $407K | Hold |
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|
2021
Q4 | $385K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $388K | Buy |
|