Strategic Investment Advisors’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$438K Buy
2020
Q4
Sell
2020
Q3
$242K Sell
2020
Q2
$333K Buy
2020
Q1
$318K Sell
2019
Q4
$402K Sell
2019
Q3
$451K Buy
2019
Q2
$377K Buy
2019
Q1
$321K Buy
2018
Q4
$248K Buy