Valeo Financial 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 | $1.92M | Buy |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $980K | Buy |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $426K | Buy |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $583K | Sell |
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|
2019
Q2 | $628K | Sell |
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|
2019
Q1 | $823K | Buy |
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|
2018
Q4 | $661K | Buy |
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|
2018
Q3 | $657K | Buy |
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|
2018
Q2 | $667K | Buy |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $423K | Buy |
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