West Paces Advisors’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 | $2.89M | Buy |
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|
2025
Q1 | $2.52M | Buy |
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|
2024
Q4 | $429K | Hold |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $187K | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $159K | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $124K | Buy |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $93.1K | Sell |
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|
2020
Q2 | $93.2K | Hold |
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|
2020
Q1 | $97.3K | Buy |
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|
2019
Q4 | $76.6K | Buy |
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|
2019
Q3 | $64.4K | Hold |
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|
2019
Q2 | $57.6K | Hold |
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|
2019
Q1 | $53.9K | Hold |
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|
2018
Q4 | $45.8K | Hold |
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|
2018
Q3 | $45.4K | Hold |
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|
2018
Q2 | $48.3K | Buy |
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|
2018
Q1 | $41.3K | Hold |
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|
2017
Q4 | $44.5K | Hold |
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|
2017
Q3 | $45.5K | Hold |
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|
2017
Q2 | $44.3K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $45.5K | Buy |
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