Zullo Investment 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 | $296K | Sell |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $313K | Buy |
|
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $247K | Buy |
|