Summit 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 | $312K | Hold |
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|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $214K | Buy |
|