Wealth Dimensions 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 | $752K | Hold |
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|
2025
Q2 | $729K | Buy |
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|
2025
Q1 | $707K | Sell |
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|
2024
Q4 | $651K | Buy |
|
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|
2024
Q3 | $706K | Sell |
|
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $529K | Sell |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $468K | Hold |
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|
2021
Q1 | $481K | Hold |
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|
2020
Q4 | $475K | Buy |
|