Wealthcare Advisory Partners’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 | $5.6M | Buy |
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|
2025
Q2 | $5.42M | Buy |
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|
2025
Q1 | $4.86M | Sell |
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|
2024
Q4 | $4.43M | Sell |
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|
2024
Q3 | $4.97M | Buy |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $3.63M | Buy |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $3.17M | Sell |
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|
2023
Q1 | $3.17M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $651K | Buy |
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|
2021
Q2 | $537K | Sell |
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|
2021
Q1 | $870K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $353K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $252K | Sell |
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|
2018
Q2 | $271K | Buy |
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|
2018
Q1 | $226K | Sell |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $243K | Buy |
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