AAMA
Advanced Asset Management Advisors’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.37M | Hold |
25,805
| – | – | 0.64% | 35 |
|
2025
Q1 | $2.37M | Hold |
25,805
| – | – | 0.65% | 35 |
|
2024
Q4 | $2.12M | Hold |
25,805
| – | – | 0.56% | 42 |
|
2024
Q3 | $2M | Hold |
25,805
| – | – | 0.54% | 41 |
|
2024
Q2 | $2M | Buy |
+25,805
| New | +$2M | 0.53% | 42 |
|
2023
Q1 | – | Sell |
-861
| Closed | -$61.5K | – | 215 |
|
2022
Q4 | $61.5K | Buy |
+861
| New | +$61.5K | 0.02% | 92 |
|