Pinnacle Wealth Planning Services’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 | $644K | Sell |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $716K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $276K | Buy |
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