Principle Wealth Partners’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
Q2 | $9.58M | Sell |
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2025
Q1 | $9.65M | Buy |
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2024
Q4 | $8.47M | Buy |
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2024
Q3 | $8.93M | Sell |
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2024
Q2 | $7.71M | Buy |
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2024
Q1 | $6.96M | Buy |
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2023
Q4 | $6.46M | Buy |
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2023
Q3 | $5.85M | Sell |
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2023
Q2 | $6.36M | Sell |
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2023
Q1 | $6.34M | Sell |
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2022
Q4 | $6.6M | Sell |
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2022
Q3 | $6.46K | Buy |
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2022
Q2 | $6.77M | Sell |
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2022
Q1 | $7.15M | Sell |
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2021
Q4 | $6.86M | Buy |
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2021
Q3 | $6.18M | Buy |
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2021
Q2 | $5.97M | Buy |
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2021
Q1 | $6.03M | Buy |
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2020
Q4 | $5.58M | Buy |
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2020
Q3 | $617K | Sell |
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2020
Q2 | $597K | Hold |
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2020
Q1 | $623K | Buy |
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2019
Q4 | $667K | Sell |
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2019
Q3 | $685K | Buy |
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2019
Q2 | $586K | Buy |
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2019
Q1 | $484K | Sell |
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2018
Q4 | $424K | Buy |
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