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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
11,934
+57
| +0.5% | +$5.27K | 0.16% | 92 |
|
|
2025
Q4 | $1.04M | Buy |
11,877
+18
| +0.2% | +$1.64K | 0.15% | 97 |
|
|
2025
Q3 | $1.12M | Sell |
11,859
-18
| -0.2% | -$1.68K | 0.21% | 84 |
|
|
2025
Q2 | $1.09M | Buy |
11,877
+24
| +0.2% | +$2.16K | 0.24% | 82 |
|
|
2025
Q1 | $1.09M | Sell |
11,853
-89
| -0.7% | -$7.7K | 0.28% | 68 |
|
|
2024
Q4 | $983K | Buy |
11,942
+30
| +0.3% | +$2.63K | 0.25% | 73 |
|
|
2024
Q3 | $1.07M | Buy |
11,912
+4,834
| +68% | +$413K | 0.27% | 72 |
|
|
2024
Q2 | $549K | Buy |
7,078
+96
| +1% | +$7.28K | 0.16% | 125 |
|
|
2024
Q1 | $501K | Buy |
6,982
+1
| +0% | +$69 | 0.15% | 121 |
|
|
2023
Q4 | $490K | Hold |
6,981
| – | – | 0.16% | 119 |
|
|
2023
Q3 | $452K | Sell |
6,981
-1,615
| -19% | -$112K | 0.17% | 112 |
|
|
2023
Q2 | $604K | Sell |
8,596
-149
| -2% | -$10.7K | 0.29% | 68 |
|
|
2023
Q1 | $608K | Buy |
8,745
+10
| +0.1% | +$673 | 0.25% | 83 |
|
|
2022
Q4 | $624K | Buy |
8,735
+164
| +2% | +$11K | 0.26% | 77 |
|
|
2022
Q3 | $582K | Buy |
8,571
+50
| +0.6% | +$3.79K | 0.27% | 71 |
|
|
2022
Q2 | $608K | Buy |
8,521
+51
| +0.6% | +$3.75K | 0.28% | 73 |
|
|
2022
Q1 | $614K | Buy |
8,470
+57
| +0.7% | +$3.86K | 0.26% | 68 |
|
|
2021
Q4 | $577K | Buy |
8,413
+59
| +0.7% | +$3.76K | 0.23% | 71 |
|
|
2021
Q3 | $518K | Buy |
8,354
+55
| +0.7% | +$3.54K | 0.24% | 71 |
|
|
2021
Q2 | $502K | Buy |
+8,299
| New | +$531K | 0.23% | 72 |
|
|
2021
Q1 | – | Sell |
-7,984
| Closed | -$490K | – | 122 |
|
|
2020
Q4 | $490K | Buy |
+7,984
| New | +$480K | 0.26% | 63 |
|
Other funds holding SO
VCM
VPM
