Stiles Financial Services’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 | $1.44M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.02M | Buy |
|
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|
2024
Q2 | $784K | Buy |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $265K | Buy |
|