AIM
Acropolis Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
2,471
+702
| +40% | +$64.5K | 0.01% | 228 |
|
|
2025
Q1 | $163K | Buy |
1,769
+222
| +14% | +$20.4K | 0.01% | 247 |
|
|
2024
Q4 | $127K | Sell |
1,547
-200
| -11% | -$16.5K | 0.01% | 284 |
|
|
2024
Q3 | $158K | Buy |
1,747
+350
| +25% | +$31.6K | 0.01% | 247 |
|
|
2024
Q2 | $108K | Hold |
1,397
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $100K | Buy |
+1,397
| New | +$100K | 0.01% | 285 |
|
|
2023
Q4 | – | Sell |
-1,577
| Closed | -$102K | – | 285 |
|
|
2023
Q3 | $102K | Sell |
1,577
-423
| -21% | -$27.4K | 0.01% | 272 |
|
|
2023
Q2 | $141K | Sell |
2,000
-1,417
| -41% | -$99.6K | 0.01% | 228 |
|
|
2023
Q1 | $238K | Hold |
3,417
| – | – | 0.02% | 185 |
|
|
2022
Q4 | $244K | Sell |
3,417
-15
| -0.4% | -$1.07K | 0.02% | 180 |
|
|
2022
Q3 | $233K | Sell |
3,432
-53
| -2% | -$3.6K | 0.02% | 173 |
|
|
2022
Q2 | $249K | Buy |
3,485
+23
| +0.7% | +$1.64K | 0.02% | 170 |
|
|
2022
Q1 | $251K | Buy |
3,462
+1
| +0% | +$73 | 0.02% | 167 |
|
|
2021
Q4 | $237K | Buy |
3,461
+410
| +13% | +$28.1K | 0.02% | 174 |
|
|
2021
Q3 | $185K | Sell |
3,051
-73
| -2% | -$4.43K | 0.02% | 184 |
|
|
2021
Q2 | $189K | Hold |
3,124
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $194K | Buy |
3,124
+67
| +2% | +$4.16K | 0.02% | 176 |
|
|
2020
Q4 | $188K | Hold |
3,057
| – | – | 0.02% | 174 |
|
|
2020
Q3 | $166K | Hold |
3,057
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $159K | Buy |
3,057
+117
| +4% | +$6.09K | 0.02% | 162 |
|
|
2020
Q1 | $159K | Buy |
2,940
+1,183
| +67% | +$64K | 0.02% | 153 |
|
|
2019
Q4 | $112K | Hold |
1,757
| – | – | 0.02% | 164 |
|
|
2019
Q3 | $109K | Buy |
+1,757
| New | +$109K | 0.02% | 159 |
|
|
2018
Q2 | – | Sell |
-2,493
| Closed | -$111K | – | 147 |
|
|
2018
Q1 | $111K | Sell |
2,493
-293
| -11% | -$13K | 0.02% | 136 |
|
|
2017
Q4 | $134K | Buy |
+2,786
| New | +$134K | 0.02% | 139 |
|
|
2017
Q1 | – | Sell |
-1,973
| Closed | -$101K | – | 141 |
|
|
2016
Q4 | $101K | Hold |
1,973
| – | – | 0.02% | 134 |
|
|
2016
Q3 | $101K | Buy |
+1,973
| New | +$101K | 0.02% | 134 |
|
|
2015
Q4 | – | Sell |
-2,775
| Closed | -$124K | – | 129 |
|
|
2015
Q3 | $124K | Sell |
2,775
-1,783
| -39% | -$79.7K | 0.03% | 127 |
|
|
2015
Q2 | $191K | Sell |
4,558
-6,807
| -60% | -$285K | 0.04% | 114 |
|
|
2015
Q1 | $503K | Sell |
11,365
-478
| -4% | -$21.2K | 0.09% | 83 |
|
|
2014
Q4 | $582K | Sell |
11,843
-6,930
| -37% | -$340K | 0.11% | 77 |
|
|
2014
Q3 | $819K | Sell |
18,773
-3,035
| -14% | -$132K | 0.16% | 65 |
|
|
2014
Q2 | $990K | Sell |
21,808
-3,810
| -15% | -$173K | 0.2% | 61 |
|
|
2014
Q1 | $1.13M | Buy |
25,618
+875
| +4% | +$38.4K | 0.23% | 57 |
|
|
2013
Q4 | $1.02M | Sell |
24,743
-22,176
| -47% | -$911K | 0.22% | 61 |
|
|
2013
Q3 | $1.93M | Sell |
46,919
-7,750
| -14% | -$319K | 0.4% | 39 |
|
|
2013
Q2 | $2.41M | Buy |
+54,669
| New | +$2.41M | 0.52% | 35 |
|