Sugarloaf Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.98M | Sell |
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|
2024
Q3 | $4.48M | Sell |
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|
2024
Q2 | $3.87M | Sell |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $3.7M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $3.16M | Sell |
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|
2021
Q2 | $3.1M | Sell |
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|
2021
Q1 | $3.17K | Buy |
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|
2020
Q4 | $3.14M | Buy |
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|
2020
Q3 | $2.77M | Sell |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $2.85M | Sell |
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|
2019
Q4 | $3.56M | Buy |
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