Stephens Consulting’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 | $203K | Sell |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $241K | Buy |
|
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|
2024
Q3 | $218K | Sell |
|
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|
2024
Q2 | $192K | Buy |
|
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|
2024
Q1 | $171K | Hold |
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|
2023
Q4 | $167K | Hold |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $167K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $245K | Buy |
|