AFG
Albion Financial Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Sell |
82,110
-934
| -1% | -$85.8K | 0.49% | 51 |
|
|
2025
Q1 | $7.64M | Buy |
83,044
+4,734
| +6% | +$435K | 0.54% | 49 |
|
|
2024
Q4 | $6.45M | Sell |
78,310
-760
| -1% | -$62.6K | 0.44% | 50 |
|
|
2024
Q3 | $7.13M | Buy |
79,070
+1,771
| +2% | +$160K | 0.49% | 46 |
|
|
2024
Q2 | $6M | Sell |
77,299
-639
| -0.8% | -$49.6K | 0.45% | 47 |
|
|
2024
Q1 | $5.59M | Sell |
77,938
-51
| -0.1% | -$3.66K | 0.43% | 50 |
|
|
2023
Q4 | $5.47M | Buy |
77,989
+193
| +0.2% | +$13.5K | 0.45% | 46 |
|
|
2023
Q3 | $5.03M | Buy |
77,796
+4,775
| +7% | +$309K | 0.46% | 45 |
|
|
2023
Q2 | $5.13M | Buy |
73,021
+885
| +1% | +$62.2K | 0.45% | 52 |
|
|
2023
Q1 | $5.02M | Sell |
72,136
-793
| -1% | -$55.2K | 0.46% | 49 |
|
|
2022
Q4 | $5.21M | Buy |
72,929
+680
| +0.9% | +$48.6K | 0.5% | 46 |
|
|
2022
Q3 | $4.91M | Buy |
72,249
+1,216
| +2% | +$82.7K | 0.51% | 44 |
|
|
2022
Q2 | $5.07M | Buy |
71,033
+11,303
| +19% | +$806K | 0.5% | 48 |
|
|
2022
Q1 | $4.33M | Sell |
59,730
-2,098
| -3% | -$152K | 0.37% | 57 |
|
|
2021
Q4 | $4.24M | Buy |
61,828
+3,272
| +6% | +$224K | 0.34% | 62 |
|
|
2021
Q3 | $3.63M | Buy |
58,556
+447
| +0.8% | +$27.7K | 0.32% | 69 |
|
|
2021
Q2 | $3.52M | Buy |
+58,109
| New | +$3.52M | 0.3% | 69 |
|
|
2020
Q4 | $3.46M | Buy |
56,313
+2,635
| +5% | +$162K | 0.34% | 64 |
|
|
2020
Q3 | $2.91M | Buy |
53,678
+3,812
| +8% | +$207K | 0.32% | 61 |
|
|
2020
Q2 | $2.59M | Buy |
49,866
+25,122
| +102% | +$1.3M | 0.31% | 60 |
|
|
2020
Q1 | $1.34M | Buy |
+24,744
| New | +$1.34M | 0.2% | 71 |
|
|
2019
Q3 | – | Sell |
-3,700
| Closed | -$205K | – | 214 |
|
|
2019
Q2 | $205K | Buy |
+3,700
| New | +$205K | 0.03% | 195 |
|
|
2013
Q4 | – | Sell |
-20,531
| Closed | -$845K | – | 185 |
|
|
2013
Q3 | $845K | Sell |
20,531
-7,685
| -27% | -$316K | 0.18% | 69 |
|
|
2013
Q2 | $1.25M | Buy |
+28,216
| New | +$1.25M | 0.28% | 53 |
|