SOA 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
Q3 | $55.4K | Sell |
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|
2025
Q2 | $53.7K | Buy |
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|
2025
Q1 | $53.6K | Buy |
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|
2024
Q4 | $47.8K | Sell |
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|
2024
Q3 | $61.1K | Buy |
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|
2024
Q2 | $52.4K | Sell |
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|
2024
Q1 | $56K | Buy |
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|
2023
Q4 | $54.6K | Sell |
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|
2023
Q3 | $51.4K | Buy |
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|
2023
Q2 | $44.2K | Buy |
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|
2023
Q1 | $43.6K | Buy |
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|
2022
Q4 | $44.6K | Sell |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $38K | Buy |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $32K | Sell |
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|
2020
Q4 | $32K | Buy |
|