Sheets Smith Wealth Management’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
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $974K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $886K | Buy |
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|
2018
Q3 | $808K | Buy |
|
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|
2018
Q2 | $847K | Buy |
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|
2018
Q1 | $725K | Buy |
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|
2017
Q4 | $624K | Buy |
|
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|
2017
Q3 | $628K | Buy |
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|
2017
Q2 | $564K | Buy |
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|
2017
Q1 | $580K | Buy |
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|
2016
Q4 | $567K | Buy |
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|
2016
Q3 | $559K | Sell |
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|
2016
Q2 | $591K | Sell |
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|
2016
Q1 | $590K | Sell |
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|
2015
Q4 | $561K | Sell |
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|
2015
Q3 | $601K | Buy |
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|
2015
Q2 | $531K | Buy |
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|
2015
Q1 | $542K | Buy |
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|
2014
Q4 | $600K | Buy |
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|
2014
Q3 | $520K | Buy |
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|
2014
Q2 | $514K | Buy |
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|
2014
Q1 | $479K | Buy |
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|
2013
Q4 | $381K | Buy |
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|
2013
Q3 | $370K | Buy |
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