Woodard & Company Asset Management Group’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 | $337K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $302K | Hold |
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|
2024
Q3 | $331K | Hold |
|
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $257K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $514K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $329K | Buy |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | $308K | Buy |
|