Transcend Capital Advisors’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 | $496K | Buy |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $344K | Buy |
|