Willis Johnson & Associates’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 | $397K | Buy |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $274K | Sell |
|
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $268K | Buy |
|