Allegheny Financial Group’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 | $1.12M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $983K | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $608K | Buy |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $518K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $490K | Buy |
|