Valley Brook Capital Group’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 | $772K | Buy |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $780K | Buy |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $377K | Buy |
|