Silverlake 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 | $1.03M | Buy |
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|
2025
Q2 | $999K | Buy |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $967K | Hold |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $808K | Buy |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $778K | Buy |
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|
2022
Q4 | $789K | Buy |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $829K | Buy |
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|
2021
Q4 | $782K | Buy |
|