Aldebaran Financial’s Southern Company SO Stock Holding History

Aldebaran Financial’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$225K	Hold	2,450	–	–	0.25%	71
2025 Q1	$225K	Buy	+2,450	New	+$225K	0.28%	67
2024 Q4	–	Sell	-3,450	Closed	-$311K	–	78
2024 Q3	$311K	Hold	3,450	–	–	0.37%	54
2024 Q2	$268K	Sell	3,450 -417	-11%	-$32.3K	0.35%	56
2024 Q1	$277K	Sell	3,867 -500	-11%	-$35.9K	0.39%	54
2023 Q4	$306K	Sell	4,367 -500	-10%	-$35.1K	0.45%	49
2023 Q3	$315K	Sell	4,867 -1,100	-18%	-$71.2K	0.49%	49
2023 Q2	$419K	Sell	5,967 -325	-5%	-$22.8K	0.57%	45
2023 Q1	$438K	Sell	6,292 -175	-3%	-$12.2K	0.56%	47
2022 Q4	$462K	Hold	6,467	–	–	0.5%	54
2022 Q3	$445K	Sell	6,467 -66	-1%	-$4.54K	0.49%	51
2022 Q2	$473K	Hold	6,533	–	–	0.5%	49
2022 Q1	$474K	Sell	6,533 -317	-5%	-$23K	0.37%	59
2021 Q4	$470K	Hold	6,850	–	–	0.35%	55
2021 Q3	$424K	Hold	6,850	–	–	0.34%	57
2021 Q2	$422K	Hold	6,850	–	–	0.35%	56
2021 Q1	$426K	Sell	6,850 -400	-6%	-$24.9K	0.38%	57
2020 Q4	$445K	Sell	7,250 -100	-1%	-$6.14K	0.41%	54
2020 Q3	$399K	Sell	7,350 -1,479	-17%	-$80.3K	0.41%	53
2020 Q2	$458K	Hold	8,829	–	–	0.54%	53
2020 Q1	$478K	Hold	8,829	–	–	0.47%	64
2019 Q4	$562K	Sell	8,829 -7,600	-46%	-$484K	0.43%	70
2019 Q3	$1.02M	Sell	16,429 -1,150	-7%	-$71.2K	0.68%	56
2019 Q2	$972K	Sell	17,579 -1,000	-5%	-$55.3K	0.67%	57
2019 Q1	$960K	Buy	18,579 +150	+0.8%	+$7.75K	0.68%	55
2018 Q4	$809K	Sell	18,429 -500	-3%	-$21.9K	0.62%	59
2018 Q3	$825K	Hold	18,929	–	–	0.54%	60
2018 Q2	$877K	Sell	18,929 -500	-3%	-$23.2K	0.6%	55
2018 Q1	$868K	Sell	19,429 -100	-0.5%	-$4.47K	0.58%	58
2017 Q4	$939K	Buy	19,529 +1,100	+6%	+$52.9K	0.62%	51
2017 Q3	$906K	Hold	18,429	–	–	0.63%	53
2017 Q2	$882K	Buy	18,429 +1,100	+6%	+$52.6K	0.64%	49
2017 Q1	$863K	Sell	17,329 -600	-3%	-$29.9K	0.66%	50
2016 Q4	$882K	Sell	17,929 -1,100	-6%	-$54.1K	0.7%	51
2016 Q3	$976K	Hold	19,029	–	–	0.77%	49
2016 Q2	$1.03M	Hold	19,029	–	–	0.83%	44
2016 Q1	$984K	Hold	19,029	–	–	0.86%	41
2015 Q4	$895K	Buy	19,029 +500	+3%	+$23.5K	0.83%	42
2015 Q3	$828K	Sell	18,529 -500	-3%	-$22.3K	0.78%	44
2015 Q2	$797K	Sell	19,029 -972	-5%	-$40.7K	0.67%	52
2015 Q1	$886K	Sell	20,001 -2,410	-11%	-$107K	0.76%	47
2014 Q4	$1.1M	Buy	+22,411	New	+$1.1M	0.97%	39
2014 Q2	–	Sell	-28,606	Closed	-$1.26M	–	128
2014 Q1	$1.26M	Sell	28,606 -200	-0.7%	-$8.79K	1.1%	33
2013 Q4	$1.18M	Buy	+28,806	New	+$1.18M	1.13%	28