WealthTrust Asset 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
Q2
$266K Sell
2025
Q1
$302K Buy
2024
Q4
$270K Buy
2024
Q3
$293K Buy
2024
Q2
$251K Buy
2024
Q1
$232K Buy
2023
Q4
$226K Buy
2023
Q3
$209K Buy
2023
Q2
$226K Buy
2023
Q1
$223K Sell
2022
Q4
$235K Buy
2022
Q3
$223K Buy
2022
Q2
$233K Buy
2022
Q1
$237K Sell
2021
Q4
$229K Buy
2021
Q3
$206K Buy