Wells Trecaso Financial Group’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 | $832K | Hold |
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|
2025
Q1 | $833K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $817K | Hold |
|
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|
2024
Q2 | $702K | Hold |
|
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|
2024
Q1 | $650K | Hold |
|
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|
2023
Q4 | $635K | Hold |
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|
2023
Q3 | $586K | Hold |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $630K | Hold |
|
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|
2022
Q4 | $647K | Hold |
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|
2022
Q3 | $616K | Hold |
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|
2022
Q2 | $646K | Hold |
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|
2022
Q1 | $657K | Hold |
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|
2021
Q4 | $621K | Hold |
|
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $563K | Hold |
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|
2020
Q4 | $556K | Hold |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $470K | Hold |
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|
2020
Q1 | $490K | Hold |
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|
2019
Q4 | $577K | Hold |
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|
2019
Q3 | $559K | Hold |
|
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|
2019
Q2 | $501K | Hold |
|
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|
2019
Q1 | $468K | Hold |
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|
2018
Q4 | $398K | Hold |
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|
2018
Q3 | $395K | Hold |
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|
2018
Q2 | $419K | Hold |
|
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $515K | Buy |
|