WFA Asset Management’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 | $18K | Hold |
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|
2025
Q1 | $16.6K | Sell |
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|
2024
Q4 | $35.3K | Buy |
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|
2024
Q3 | $20.9K | Hold |
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|
2024
Q2 | $18K | Hold |
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|
2024
Q1 | $16.6K | Sell |
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|
2023
Q4 | $34.9K | Sell |
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|
2023
Q3 | $119K | Buy |
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|
2023
Q2 | $129K | Buy |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $91.7K | Hold |
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|
2022
Q1 | $93.2K | Hold |
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|
2021
Q4 | $88.2K | Buy |
|