Taylor Hoffman Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $398K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $355K | Sell |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $544K | Hold |
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|
2019
Q3 | $528K | Buy |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $375K | Sell |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $407K | Sell |
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|
2018
Q1 | $410K | Hold |
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|
2017
Q4 | $442K | Buy |
|