XML Financial’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 | $1.62M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $312K | Buy |
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