Soltis Investment 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 | $438K | Buy |
|
|||||
|
2025
Q2 | $339K | Buy |
|
|||||
|
2025
Q1 | $272K | Sell |
|
|||||
|
2024
Q4 | $272K | Buy |
|
|||||
|
2024
Q3 | $273K | Buy |
|
|||||
|
2024
Q2 | $201K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $383K | Sell |
|
|||||
|
2021
Q4 | $2.29M | Buy |
|
|||||
|
2021
Q3 | $1.92M | Buy |
|
|||||
|
2021
Q2 | $1.76M | Buy |
|
|||||
|
2021
Q1 | $1.54M | Buy |
|
|||||
|
2020
Q4 | $1.19M | Buy |
|
|||||
|
2020
Q3 | $848K | Buy |
|
|||||
|
2020
Q2 | $563K | Buy |
|
|||||
|
2020
Q1 | $327K | Buy |
|
|||||
|
2019
Q4 | $330K | Buy |
|