Simon Quick 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
Q3 | $240K | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $42K | Sell |
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|
2021
Q2 | $118K | Sell |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $25K | Buy |
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