SVB Wealth’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 | $1.15M | Buy |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.2M | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $1.12M | Sell |
|
|||||
|
2024
Q1 | $1.28M | Buy |
|
|||||
|
2023
Q4 | $1.24M | Buy |
|
|||||
|
2023
Q3 | $1.05M | Sell |
|
|||||
|
2023
Q2 | $1.32M | Sell |
|
|||||
|
2023
Q1 | $1.52M | Buy |
|
|||||
|
2022
Q4 | $1.51M | Sell |
|
|||||
|
2022
Q3 | $1.53M | Buy |
|
|||||
|
2022
Q2 | $1.22M | Buy |
|
|||||
|
2022
Q1 | $1.21M | Buy |
|
|||||
|
2021
Q4 | $1.14M | Buy |
|
|||||
|
2021
Q3 | $856K | Sell |
|
|||||
|
2021
Q2 | $847K | Buy |
|
|||||
|
2021
Q1 | $868K | Sell |
|
|||||
|
2020
Q4 | $878K | Buy |
|
|||||
|
2020
Q3 | $739K | Sell |
|
|||||
|
2020
Q2 | $742K | Sell |
|
|||||
|
2020
Q1 | $888K | Sell |
|
|||||
|
2019
Q4 | $1.06M | Sell |
|
|||||
|
2019
Q3 | $1.44M | Buy |
|
|||||
|
2019
Q2 | $1.28M | Sell |
|
|||||
|
2019
Q1 | $1.34M | Sell |
|
|||||
|
2018
Q4 | $1.14M | Sell |
|
|||||
|
2018
Q3 | $1.14M | Sell |
|
|||||
|
2018
Q2 | $1.24M | Sell |
|
|||||
|
2018
Q1 | $1.21M | Buy |
|
|||||
|
2017
Q4 | $907K | Buy |
|
|||||
|
2017
Q3 | $576K | Buy |
|
|||||
|
2017
Q2 | $555K | Buy |
|
|||||
|
2017
Q1 | $515K | Hold |
|
|||||
|
2016
Q4 | $509K | Sell |
|
|||||
|
2016
Q3 | $614K | Buy |
|
|||||
|
2016
Q2 | $611K | Buy |
|
|||||
|
2016
Q1 | $576K | Sell |
|
|||||
|
2015
Q4 | $603K | Sell |
|
|||||
|
2015
Q3 | $589K | Sell |
|
|||||
|
2015
Q2 | $593K | Sell |
|
|||||
|
2015
Q1 | $711K | Sell |
|
|||||
|
2014
Q4 | $932K | Buy |
|