Alaethes Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.24M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $544K | Sell |
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|
2021
Q2 | $563K | Hold |
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|
2021
Q1 | $578K | Buy |
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