Wealth Quarterback’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 | $400K | Sell |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $264K | Buy |
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|
2021
Q3 | $165K | Buy |
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|
2021
Q2 | $168K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $240K | Buy |
|