Virtue Capital 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
Q3 | $343K | Sell |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $666K | Sell |
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|
2023
Q3 | $813K | Hold |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $804K | Buy |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $643K | Sell |
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|
2020
Q3 | $841K | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $457K | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $712K | Sell |
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|
2018
Q4 | $646K | Sell |
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|
2018
Q3 | $2.14M | Buy |
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|
2018
Q2 | $869K | Sell |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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