West Family Investments’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 | $1.2M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $846K | Buy |
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|
2024
Q2 | $725K | Hold |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $692K | Sell |
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|
2022
Q3 | $681K | Buy |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $363K | Buy |
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