PSI 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 | $497K | Hold |
|
|||||
|
2025
Q2 | $482K | Sell |
|
|||||
|
2025
Q1 | $496K | Sell |
|
|||||
|
2024
Q4 | $496K | Hold |
|
|||||
|
2024
Q3 | $543K | Sell |
|
|||||
|
2024
Q2 | $475K | Sell |
|
|||||
|
2024
Q1 | $598K | Buy |
|
|||||
|
2023
Q4 | $478K | Buy |
|
|||||
|
2023
Q3 | $434K | Buy |
|
|||||
|
2023
Q2 | $467K | Sell |
|
|||||
|
2023
Q1 | $501K | Hold |
|
|||||
|
2022
Q4 | $514K | Sell |
|
|||||
|
2022
Q3 | $683K | Sell |
|
|||||
|
2022
Q2 | $875K | Sell |
|
|||||
|
2022
Q1 | $956K | Sell |
|
|||||
|
2021
Q4 | $955K | Sell |
|
|||||
|
2021
Q3 | $926K | Sell |
|
|||||
|
2021
Q2 | $993K | Sell |
|
|||||
|
2021
Q1 | $1.08M | Buy |
|
|||||
|
2020
Q4 | $996K | Sell |
|
|||||
|
2020
Q3 | $1.34M | Buy |
|
|||||
|
2020
Q2 | $1.08M | Sell |
|
|||||
|
2020
Q1 | $1.37M | Sell |
|
|||||
|
2019
Q4 | $1.82M | Buy |
|