Sunburst Financial Group’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 | $969K | Buy |
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|
2025
Q2 | $939K | Sell |
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|
2025
Q1 | $941K | Buy |
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|
2024
Q4 | $842K | Sell |
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|
2024
Q3 | $944K | Buy |
|
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $684K | Buy |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $752K | Sell |
|
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $712K | Buy |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $587K | Buy |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $442K | Buy |
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|
2020
Q1 | $424K | Buy |
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|
2019
Q4 | $428K | Buy |
|