William Allan Corp’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 | $921K | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $700K | Buy |
|
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $609K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $599K | Sell |
|
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $610K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.91M | Buy |
|