Wealth Advisors of Tampa Bay’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 | – | Sell |
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|
2025
Q1 | $126K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.56M | Buy |
|
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $6.42M | Sell |
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|
2022
Q1 | $6.64M | Buy |
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|
2021
Q4 | $6.28M | Buy |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.79M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $2.3M | Buy |
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|
2020
Q2 | $2.08M | Buy |
|