Toth Financial Advisory’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 | $131K | Buy |
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|
2025
Q2 | $127K | Sell |
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|
2025
Q1 | $145K | Sell |
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|
2024
Q4 | $138K | Buy |
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|
2024
Q3 | $150K | Sell |
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|
2024
Q2 | $133K | Buy |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $153K | Buy |
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|
2022
Q4 | $157K | Buy |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $156K | Sell |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $134K | Buy |
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|
2021
Q1 | $119K | Buy |
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|
2020
Q4 | $105K | Buy |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $56K | Buy |
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|
2020
Q1 | $58K | Buy |
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|
2019
Q4 | $68K | Buy |
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|
2019
Q3 | $65K | Buy |
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|
2019
Q2 | $58K | Buy |
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|
2019
Q1 | $54K | Buy |
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|
2018
Q4 | $30K | Hold |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $31K | Buy |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $28K | Buy |
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