Wedgewood Investors’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 | $303K | Sell |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $268K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Sell |
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|
2019
Q3 | $213K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Sell |
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|
2017
Q3 | $229K | Hold |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $247K | Hold |
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|
2016
Q4 | $244K | Buy |
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|
2016
Q3 | $239K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $235K | Hold |
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|
2015
Q3 | $224K | Hold |
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|
2015
Q2 | $210K | Hold |
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|
2015
Q1 | $222K | Hold |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $219K | Buy |
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|
2014
Q2 | $216K | Hold |
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|
2014
Q1 | $209K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $210K | Buy |
|