Wealth Enhancement Advisory Services’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 | $62.9M | Buy |
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|
2025
Q2 | $55.7M | Buy |
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|
2025
Q1 | $49.6M | Buy |
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|
2024
Q4 | $43.3M | Buy |
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|
2024
Q3 | $35M | Buy |
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|
2024
Q2 | $27.6M | Buy |
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|
2024
Q1 | $23.2M | Buy |
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|
2023
Q4 | $21.7M | Sell |
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|
2023
Q3 | $27.8M | Buy |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $894K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.21M | Buy |
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|
2016
Q4 | $865K | Buy |
|