Steward Partners Investment Advisory’s The Southern Company SOLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $154K | Buy |
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|
2019
Q4 | $171K | Buy |
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|
2019
Q3 | $153K | Buy |
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