SFMG 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
Q2 | $579K | Sell |
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|
2025
Q1 | $619K | Buy |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $357K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Sell |
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|
2017
Q3 | $253K | Sell |
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|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $314K | Buy |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $339K | Buy |
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|
2016
Q1 | $319K | Buy |
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|
2015
Q4 | $269K | Buy |
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|
2015
Q3 | $255K | Sell |
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|
2015
Q2 | $241K | Sell |
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|
2015
Q1 | $535K | Buy |
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|
2014
Q4 | $280K | Buy |
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|
2014
Q3 | $245K | Buy |
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|
2014
Q2 | $202K | Buy |
|