Woodward Diversified Capital’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 | $872K | Sell |
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|
2025
Q2 | $912K | Buy |
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|
2025
Q1 | $509K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $820K | Sell |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $338K | Buy |
|