Semmax Financial 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 | $388K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $22K | Sell |
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|
2020
Q4 | $50K | Sell |
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|
2020
Q3 | $47K | Sell |
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|
2020
Q2 | $52K | Sell |
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|
2020
Q1 | $82K | Sell |
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|
2019
Q4 | $3.06M | Buy |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q2 | $2.11M | Buy |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.3M | Buy |
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