Xcel Wealth 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 | $909K | Buy |
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|
2025
Q2 | $849K | Buy |
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|
2025
Q1 | $810K | Buy |
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|
2024
Q4 | $722K | Buy |
|
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|
2024
Q3 | $778K | Sell |
|
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|
2024
Q2 | $735K | Buy |
|
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|
2024
Q1 | $659K | Buy |
|
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|
2023
Q4 | $496K | Buy |
|
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|
2023
Q3 | $452K | Sell |
|
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|
2023
Q2 | $515K | Buy |
|
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|
2023
Q1 | $480K | Buy |
|
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|
2022
Q4 | $448K | Buy |
|
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $430K | Buy |
|
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $342K | Buy |
|
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|
2021
Q2 | $304K | Buy |
|
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|
2021
Q1 | $311K | Buy |
|
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|
2020
Q4 | $277K | Buy |
|
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|
2020
Q3 | $243K | Buy |
|
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|
2020
Q2 | $204K | Buy |
|
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $283K | Buy |
|
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $453K | Buy |
|