Strategic Wealth Partners’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 | $146K | Sell |
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|
2025
Q2 | $1.13M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $570K | Sell |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $24.9K | Buy |
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|
2019
Q2 | $159K | Buy |
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|
2019
Q1 | $134K | Buy |
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|
2018
Q4 | $124K | Buy |
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|
2018
Q3 | $112K | Sell |
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|
2018
Q2 | $157K | Sell |
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|
2018
Q1 | $632K | Sell |
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|
2017
Q4 | $811K | Buy |
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