Sovereign Financial Group’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 | $3.37M | Sell |
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|
2025
Q2 | $3.35M | Sell |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.24M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $2.96M | Buy |
|
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|
2023
Q4 | $2.72M | Sell |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $2.57M | Hold |
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|
2021
Q1 | $2.57M | Buy |
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|
2020
Q4 | $2.48M | Buy |
|