Worth Asset Management’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 | $277K | Sell |
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|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $45K | Buy |
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|
2023
Q1 | $39.2K | Sell |
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|
2022
Q4 | $42.8K | Sell |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Buy |
|