Wealth Alliance Advisory Group’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 | $652K | Hold |
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|
2025
Q2 | $632K | Hold |
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|
2025
Q1 | $633K | Hold |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $534K | Hold |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $396K | Sell |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $472K | Buy |
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|
2019
Q3 | $450K | Hold |
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|
2019
Q2 | $410K | Hold |
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|
2019
Q1 | $387K | Hold |
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|
2018
Q4 | $321K | Sell |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $291K | Buy |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $255K | Buy |
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