Relative Value Partners Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $288K | Buy |
|
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $419K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $210K | Buy |
|