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Ables Iannone Moore & Associates’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$985K Sell
10,724
-496
-4% -$45.5K 0.61% 33
2025
Q1
$1.03M Sell
11,220
-654
-6% -$60.1K 0.7% 31
2024
Q4
$977K Sell
11,874
-325
-3% -$26.8K 0.6% 30
2024
Q3
$1.1M Sell
12,199
-1,582
-11% -$143K 0.71% 28
2024
Q2
$1.07M Sell
13,781
-290
-2% -$22.5K 0.71% 29
2024
Q1
$1.01M Sell
14,071
-1,060
-7% -$76K 0.72% 30
2023
Q4
$1.06M Buy
+15,131
New +$1.06M 0.81% 26