Schechter 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
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $733K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $352K | Buy |
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