Sound Income Strategies’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 | $315K | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $615K | Buy |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $27K | Sell |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $192K | Sell |
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|
2020
Q4 | $197K | Buy |
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|
2020
Q3 | $174K | Sell |
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|
2020
Q2 | $169K | Buy |
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|
2020
Q1 | $118K | Buy |
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|
2019
Q4 | $131K | Buy |
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|
2019
Q3 | $127K | Sell |
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|
2019
Q2 | $172K | Buy |
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|
2019
Q1 | $157K | Sell |
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|
2018
Q4 | $150K | Buy |
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|
2018
Q3 | $124K | Buy |
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|
2018
Q2 | $72K | Sell |
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|
2018
Q1 | $83K | Buy |
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|
2017
Q4 | $7K | Buy |
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