Thrive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $614K | Buy |
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|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $531K | Sell |
|
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|
2024
Q3 | $592K | Sell |
|
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $529K | Buy |
|
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $334K | Buy |
|