Wealth Architects’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 | $216K | Sell |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $206K | Sell |
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $222K | Buy |
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|
2016
Q3 | $200K | Buy |
|