WestEnd 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
Q3 | $4.74K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.35K | Sell |
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|
2024
Q2 | $1.24K | Sell |
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|
2024
Q1 | $1.22K | Hold |
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|
2023
Q4 | $1.19K | Sell |
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|
2023
Q3 | $1.81K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.64K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $855 | Buy |
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