WealthShield 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 | $245K | Sell |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $202K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $144K | Buy |
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|
2021
Q1 | $148K | Buy |
|