Wealthspan 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 | $390K | Buy |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $357K | Sell |
|
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $314K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $210K | Buy |
|