Private Capital Advisors’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 | $303K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $263K | Hold |
|
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $230K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $384K | Buy |
|