Tucker Asset 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 | – | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | $29.1K | Buy |
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|
2022
Q3 | $26.3K | Buy |
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|
2022
Q2 | $28.6K | Buy |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | $22.8K | Buy |
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|
2021
Q3 | $16.8K | Hold |
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|
2021
Q2 | $16.3K | Hold |
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|
2021
Q1 | $16.8K | Sell |
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|
2020
Q4 | $29.4K | Buy |
|