True Wealth Design’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 | $10.1K | Buy |
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|
2025
Q2 | $9.37K | Buy |
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|
2025
Q1 | $8.37K | Buy |
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|
2024
Q4 | $3.46K | Buy |
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|
2024
Q3 | $2.53K | Hold |
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|
2024
Q2 | $2.17K | Buy |
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|
2024
Q1 | $1.51K | Buy |
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|
2023
Q4 | $842 | Hold |
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|
2023
Q3 | $777 | Hold |
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|
2023
Q2 | $843 | Hold |
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|
2023
Q1 | $835 | Hold |
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|
2022
Q4 | $857 | Buy |
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