Regent Peak Wealth 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 | $1.94M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $4.9M | Sell |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $868K | Sell |
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|
2020
Q4 | $861K | Buy |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $253K | Buy |
|