WealthBridge Capital Management’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 | $326K | Sell |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $206K | Hold |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Sell |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $176K | Buy |
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|
2018
Q4 | $147K | Buy |
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