Syverson Strege & Co’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
Q2 | $589K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $374K | Sell |
|
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $297K | Buy |
|
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $224K | Buy |
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