Probity 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
Q2 | $496K | Sell |
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|
2025
Q1 | $543K | Sell |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $512K | Hold |
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|
2024
Q1 | $473K | Hold |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $499K | Buy |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $507K | Hold |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $498K | Hold |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q3 | $441K | Hold |
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|
2020
Q2 | $422K | Hold |
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|
2020
Q1 | $441K | Sell |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $511K | Hold |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $427K | Hold |
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|
2018
Q4 | $363K | Hold |
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|
2018
Q3 | $361K | Hold |
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|
2018
Q2 | $383K | Hold |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $398K | Sell |
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|
2017
Q3 | $411K | Hold |
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|
2017
Q2 | $401K | Hold |
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|
2017
Q1 | $417K | Hold |
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|
2016
Q4 | $412K | Hold |
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|
2016
Q3 | $429K | Hold |
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|
2016
Q2 | $449K | Buy |
|