Regal Investment 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 | $1.83M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $860K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $893K | Buy |
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|
2019
Q3 | $747K | Sell |
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|
2019
Q2 | $679K | Buy |
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|
2019
Q1 | $592K | Buy |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $309K | Sell |
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|
2018
Q1 | $429K | Sell |
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|
2017
Q4 | $469K | Buy |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $368K | Sell |
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|
2017
Q1 | $398K | Buy |
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|
2016
Q4 | $392K | Sell |
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|
2016
Q3 | $486K | Buy |
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|
2016
Q2 | $504K | Buy |
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|
2016
Q1 | $465K | Sell |
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|
2015
Q4 | $541K | Buy |
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|
2015
Q3 | $505K | Buy |
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|
2015
Q2 | $467K | Sell |
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|
2015
Q1 | $611K | Sell |
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|
2014
Q4 | $710K | Sell |
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|
2014
Q3 | $743K | Buy |
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|
2014
Q2 | $564K | Buy |
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|
2014
Q1 | $402K | Buy |
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|
2013
Q4 | $366K | Buy |
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|
2013
Q3 | $347K | Buy |
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|
2013
Q2 | $357K | Buy |
|