Stonebridge Financial Planning 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
Q2 | $208K | Hold |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $268K | Buy |
|