Slocum, Gordon & Co’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 | – | Sell |
|
|||||
|
2025
Q2 | $127K | Sell |
|
|||||
|
2025
Q1 | $133K | Hold |
|
|||||
|
2024
Q4 | $119K | Sell |
|
|||||
|
2024
Q3 | $37.7M | Buy |
|
|||||
|
2024
Q2 | $119K | Hold |
|
|||||
|
2024
Q1 | $110K | Hold |
|
|||||
|
2023
Q4 | $108K | Buy |
|
|||||
|
2023
Q3 | $66.9K | Hold |
|
|||||
|
2023
Q2 | $72.6K | Hold |
|
|||||
|
2023
Q1 | $71.9K | Sell |
|
|||||
|
2022
Q4 | $73.9K | Buy |
|