Stonegate Investment 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 | $81.8M | Buy |
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|
2025
Q1 | $80.9M | Sell |
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|
2024
Q4 | $75.4M | Buy |
|
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|
2024
Q3 | $81.8M | Sell |
|
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|
2024
Q2 | $72.9M | Sell |
|
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|
2024
Q1 | $71.3M | Buy |
|
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|
2023
Q4 | $69.3M | Buy |
|
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|
2023
Q3 | $63.7M | Sell |
|
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|
2023
Q2 | $71.2M | Sell |
|
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|
2023
Q1 | $71.6M | Buy |
|
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|
2022
Q4 | $54.2M | Buy |
|
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|
2022
Q3 | $51.5M | Buy |
|
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|
2022
Q2 | $53.8M | Buy |
|
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|
2022
Q1 | $47.6M | Sell |
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|
2021
Q4 | $45.3M | Buy |
|