Verus Financial Partners’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 | $547K | Hold |
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|
2025
Q1 | $542K | Hold |
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|
2024
Q4 | $484K | Hold |
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|
2024
Q3 | $541K | Hold |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $261K | Hold |
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|
2018
Q3 | $261K | Buy |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $338K | Buy |
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|
2017
Q4 | $253K | Buy |
|