Alaethes Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
20,952
+18,702
| +831% | +$1.72M | 0.57% | 58 |
|
|
2025
Q1 | $207K | Buy |
+2,250
| New | +$207K | 0.08% | 106 |
|
|
2024
Q3 | – | Sell |
-3,905
| Closed | -$303K | – | 116 |
|
|
2024
Q2 | $303K | Hold |
3,905
| – | – | 0.13% | 98 |
|
|
2024
Q1 | $280K | Hold |
3,905
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $274K | Hold |
3,905
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $253K | Hold |
3,905
| – | – | 0.14% | 100 |
|
|
2023
Q2 | $274K | Hold |
3,905
| – | – | 0.15% | 100 |
|
|
2023
Q1 | $272K | Buy |
3,905
+180
| +5% | +$12.5K | 0.16% | 102 |
|
|
2022
Q4 | $266K | Hold |
3,725
| – | – | 0.18% | 94 |
|
|
2022
Q3 | $253K | Hold |
3,725
| – | – | 0.19% | 92 |
|
|
2022
Q2 | $266K | Sell |
3,725
-1,550
| -29% | -$111K | 0.2% | 93 |
|
|
2022
Q1 | $382K | Sell |
5,275
-25
| -0.5% | -$1.81K | 0.24% | 89 |
|
|
2021
Q4 | $363K | Sell |
5,300
-3,483
| -40% | -$239K | 0.23% | 84 |
|
|
2021
Q3 | $544K | Sell |
8,783
-522
| -6% | -$32.3K | 0.4% | 77 |
|
|
2021
Q2 | $563K | Hold |
9,305
| – | – | 0.43% | 71 |
|
|
2021
Q1 | $578K | Buy |
+9,305
| New | +$578K | 0.54% | 70 |
|