Summit Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Buy |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $310K | Hold |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $408K | Hold |
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|
2019
Q2 | $366K | Hold |
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|
2019
Q1 | $341K | Hold |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $322K | Buy |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $210K | Sell |
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|
2017
Q4 | $240K | Sell |
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|
2017
Q3 | $246K | Sell |
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|
2017
Q2 | $725K | Sell |
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|
2017
Q1 | $765K | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.25M | Sell |
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|
2016
Q2 | $2.03M | Sell |
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|
2016
Q1 | $1.99M | Buy |
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|
2015
Q4 | $1.79M | Buy |
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|
2015
Q3 | $1.6M | Sell |
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|
2015
Q2 | $1.5M | Sell |
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|
2015
Q1 | $1.64M | Sell |
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|
2014
Q4 | $2.15M | Buy |
|