AMG
Advisors Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Sell |
98,332
-978
| -1% | -$89.8K | 1.7% | 12 |
|
|
2025
Q1 | $9.13M | Sell |
99,310
-367
| -0.4% | -$33.7K | 1.99% | 11 |
|
|
2024
Q4 | $8.21M | Sell |
99,677
-1,058
| -1% | -$87.1K | 1.94% | 13 |
|
|
2024
Q3 | $9.08M | Sell |
100,735
-384
| -0.4% | -$34.6K | 2.15% | 12 |
|
|
2024
Q2 | $7.84M | Buy |
101,119
+84
| +0.1% | +$6.52K | 1.96% | 13 |
|
|
2024
Q1 | $7.25M | Sell |
101,035
-568
| -0.6% | -$40.7K | 1.8% | 17 |
|
|
2023
Q4 | $7.12M | Sell |
101,603
-373
| -0.4% | -$26.2K | 1.94% | 14 |
|
|
2023
Q3 | $6.6M | Sell |
101,976
-912
| -0.9% | -$59K | 1.99% | 14 |
|
|
2023
Q2 | $7.23M | Sell |
102,888
-1,371
| -1% | -$96.3K | 2.16% | 13 |
|
|
2023
Q1 | $7.25M | Buy |
104,259
+3,461
| +3% | +$241K | 2.31% | 11 |
|
|
2022
Q4 | $7.2M | Sell |
100,798
-16
| -0% | -$1.14K | 2.72% | 8 |
|
|
2022
Q3 | $6.86M | Sell |
100,814
-29,358
| -23% | -$2M | 2.73% | 7 |
|
|
2022
Q2 | $9.28M | Sell |
130,172
-2,829
| -2% | -$202K | 3.25% | 3 |
|
|
2022
Q1 | $9.64M | Sell |
133,001
-1,814
| -1% | -$132K | 3.26% | 2 |
|
|
2021
Q4 | $9.25M | Sell |
134,815
-199
| -0.1% | -$13.6K | 2.77% | 4 |
|
|
2021
Q3 | $8.37M | Sell |
135,014
-905
| -0.7% | -$56.1K | 2.6% | 5 |
|
|
2021
Q2 | $8.22M | Sell |
135,919
-587
| -0.4% | -$35.5K | 2.45% | 5 |
|
|
2021
Q1 | $8.49M | Sell |
136,506
-1,524
| -1% | -$94.7K | 2.67% | 5 |
|
|
2020
Q4 | $8.48M | Sell |
138,030
-990
| -0.7% | -$60.8K | 3.46% | 5 |
|
|
2020
Q3 | $7.54M | Sell |
139,020
-487
| -0.3% | -$26.4K | 3.13% | 7 |
|
|
2020
Q2 | $7.23M | Sell |
139,507
-1,871
| -1% | -$97K | 3.22% | 6 |
|
|
2020
Q1 | $7.65M | Sell |
141,378
-116
| -0.1% | -$6.28K | 3.67% | 5 |
|
|
2019
Q4 | $9.01M | Sell |
141,494
-2,058
| -1% | -$131K | 3.58% | 5 |
|
|
2019
Q3 | $8.87M | Sell |
143,552
-977
| -0.7% | -$60.3K | 3.66% | 4 |
|
|
2019
Q2 | $7.99M | Sell |
144,529
-526
| -0.4% | -$29.1K | 3.48% | 4 |
|
|
2019
Q1 | $7.5M | Buy |
145,055
+793
| +0.5% | +$41K | 3.35% | 5 |
|
|
2018
Q4 | $6.34M | Sell |
144,262
-1,487
| -1% | -$65.3K | 3.33% | 4 |
|
|
2018
Q3 | $6.36M | Buy |
145,749
+659
| +0.5% | +$28.7K | 2.92% | 5 |
|
|
2018
Q2 | $6.72M | Sell |
145,090
-855
| -0.6% | -$39.6K | 3.2% | 4 |
|
|
2018
Q1 | $6.52M | Buy |
145,945
+2,794
| +2% | +$125K | 3.34% | 3 |
|
|
2017
Q4 | $6.88M | Sell |
143,151
-694
| -0.5% | -$33.4K | 3.53% | 5 |
|
|
2017
Q3 | $7.07M | Buy |
143,845
+59,028
| +70% | +$2.9M | 3.74% | 2 |
|
|
2017
Q2 | $4.06M | Buy |
84,817
+532
| +0.6% | +$25.5K | 2.24% | 17 |
|
|
2017
Q1 | $4.2M | Buy |
84,285
+1,563
| +2% | +$77.8K | 2.65% | 12 |
|
|
2016
Q4 | $4.07M | Sell |
82,722
-211
| -0.3% | -$10.4K | 2.76% | 14 |
|
|
2016
Q3 | $4.25M | Sell |
82,933
-258
| -0.3% | -$13.2K | 2.83% | 11 |
|
|
2016
Q2 | $4.46M | Sell |
83,191
-458
| -0.5% | -$24.6K | 3.11% | 8 |
|
|
2016
Q1 | $4.33M | Buy |
83,649
+1,294
| +2% | +$66.9K | 3.16% | 7 |
|
|
2015
Q4 | $3.85M | Buy |
+82,355
| New | +$3.85M | 3.16% | 8 |
|