TrueWealth 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 | $4.16M | Buy |
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|
2025
Q2 | $3.98M | Buy |
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|
2025
Q1 | $3.83M | Buy |
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|
2024
Q4 | $3.37M | Sell |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $2.75M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $859K | Hold |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $532K | Buy |
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|
2020
Q4 | $401K | Buy |
|