Walter & Keenan Wealth 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 | $1.01M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $886K | Buy |
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|
2024
Q3 | $966K | Buy |
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|
2024
Q2 | $830K | Buy |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $584K | Hold |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $501K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $663K | Sell |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $603K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $741K | Sell |
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|
2019
Q3 | $957K | Buy |
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|
2019
Q2 | $415K | Hold |
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|
2019
Q1 | $388K | Hold |
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|
2018
Q4 | $329K | Hold |
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|
2018
Q3 | $327 | Hold |
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|
2018
Q2 | $347K | Hold |
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|
2018
Q1 | $335K | Buy |
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|
2017
Q4 | $337K | Hold |
|
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|
2017
Q3 | $344K | Hold |
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|
2017
Q2 | $335K | Hold |
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|
2017
Q1 | $348K | Hold |
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|
2016
Q4 | $344K | Buy |
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|
2016
Q3 | $333K | Sell |
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|
2016
Q2 | $391K | Hold |
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|
2016
Q1 | $378K | Hold |
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|
2015
Q4 | $342K | Hold |
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|
2015
Q3 | $326K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $211K | Buy |
|