Richard W. Paul & Associates’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
$9.18K Sell
2025
Q1
$12.4K Sell
2024
Q4
$73.7K Buy
2024
Q3
$69.6K Sell
2024
Q2
$68.4K Sell
2024
Q1
$66.1K Sell
2023
Q4
$65.3K Sell
2023
Q3
$63.4K Sell
2023
Q2
$71.2K Sell
2023
Q1
$73.3K Buy
2022
Q4
$74.2K Buy