Waterfront Wealth’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 | – | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.12M | Buy |
|
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $901K | Buy |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $667K | Buy |
|
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $310K | Buy |
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