Aldebaran Financial’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
Q2 | $225K | Hold |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $462K | Hold |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $473K | Hold |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $470K | Hold |
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|
2021
Q3 | $424K | Hold |
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|
2021
Q2 | $422K | Hold |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $445K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $458K | Hold |
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|
2020
Q1 | $478K | Hold |
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|
2019
Q4 | $562K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $972K | Sell |
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|
2019
Q1 | $960K | Buy |
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|
2018
Q4 | $809K | Sell |
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|
2018
Q3 | $825K | Hold |
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|
2018
Q2 | $877K | Sell |
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|
2018
Q1 | $868K | Sell |
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|
2017
Q4 | $939K | Buy |
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|
2017
Q3 | $906K | Hold |
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|
2017
Q2 | $882K | Buy |
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|
2017
Q1 | $863K | Sell |
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|
2016
Q4 | $882K | Sell |
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|
2016
Q3 | $976K | Hold |
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|
2016
Q2 | $1.03M | Hold |
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|
2016
Q1 | $984K | Hold |
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|
2015
Q4 | $895K | Buy |
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|
2015
Q3 | $828K | Sell |
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|
2015
Q2 | $797K | Sell |
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|
2015
Q1 | $886K | Sell |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.26M | Sell |
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|
2013
Q4 | $1.18M | Buy |
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