Aigen Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,980
| Closed | -$1.97M | – | 1011 |
|
|
2024
Q4 | $1.97M | Buy |
+23,980
| New | +$1.97M | 0.35% | 63 |
|
|
2024
Q3 | – | Sell |
-4,234
| Closed | -$328K | – | 990 |
|
|
2024
Q2 | $328K | Sell |
4,234
-14,062
| -77% | -$1.09M | 0.06% | 448 |
|
|
2024
Q1 | $1.31M | Buy |
+18,296
| New | +$1.31M | 0.29% | 98 |
|
|
2023
Q4 | – | Sell |
-12,482
| Closed | -$808K | – | 1062 |
|
|
2023
Q3 | $808K | Buy |
+12,482
| New | +$808K | 0.15% | 213 |
|
|
2022
Q4 | – | Sell |
-16,046
| Closed | -$1.09M | – | 757 |
|
|
2022
Q3 | $1.09M | Sell |
16,046
-62,158
| -79% | -$4.23M | 0.16% | 178 |
|
|
2022
Q2 | $5.58M | Buy |
+78,204
| New | +$5.58M | 0.94% | 13 |
|
|
2022
Q1 | – | Sell |
-64,008
| Closed | -$4.29M | – | 1027 |
|
|
2021
Q4 | $4.29M | Buy |
+64,008
| New | +$4.29M | 0.26% | 95 |
|
|
2021
Q3 | – | Sell |
-55,910
| Closed | -$3.38M | – | 643 |
|
|
2021
Q2 | $3.38M | Sell |
55,910
-83,659
| -60% | -$5.06M | 0.59% | 43 |
|
|
2021
Q1 | $8.68M | Buy |
+139,569
| New | +$8.68M | 1.15% | 11 |
|
|
2020
Q3 | – | Sell |
-21,743
| Closed | -$1.13M | – | 1088 |
|
|
2020
Q2 | $1.13M | Buy |
21,743
+8,415
| +63% | +$436K | 0.14% | 227 |
|
|
2020
Q1 | $722K | Buy |
+13,328
| New | +$722K | 0.1% | 306 |
|