Widmann Financial Services’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 | $1.18M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $977K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $963K | Sell |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $894K | Sell |
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|
2023
Q3 | $835K | Buy |
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|
2023
Q2 | $904K | Sell |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $853K | Sell |
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|
2022
Q2 | $901K | Buy |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $846K | Buy |
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