Symphony Financial’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 | $1.75M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $879K | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $819K | Buy |
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|
2023
Q2 | $887K | Buy |
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|
2023
Q1 | $674K | Sell |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $520K | Sell |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $404K | Buy |
|