Symmetry 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 | $395K | Buy |
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|
2025
Q2 | $341K | Buy |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $561K | Hold |
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|
2021
Q1 | $576K | Hold |
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|
2020
Q4 | $570K | Hold |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $506K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $103K | Buy |
|