World Equity 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
Q3 | $778K | Buy |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $526K | Sell |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $207K | Buy |
|