Tradition 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
Q2 | $698K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $592K | Buy |
|
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|
2024
Q2 | $508K | Buy |
|
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|
2024
Q1 | $430K | Sell |
|
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|
2023
Q4 | $435K | Sell |
|
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|
2023
Q3 | $410K | Sell |
|
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|
2023
Q2 | $514K | Buy |
|
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|
2023
Q1 | $508K | Buy |
|
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|
2022
Q4 | $520K | Buy |
|
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|
2022
Q3 | $494K | Buy |
|
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|
2022
Q2 | $514K | Buy |
|
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $471K | Buy |
|
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $427K | Buy |
|
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $410K | Buy |
|