AMBIA
Allen Mooney & Barnes Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
25,637
-9
| -0% | -$826 | 0.39% | 48 |
|
|
2025
Q1 | $2.36M | Sell |
25,646
-1,694
| -6% | -$156K | 0.38% | 52 |
|
|
2024
Q4 | $2.25M | Buy |
27,340
+287
| +1% | +$23.6K | 0.38% | 51 |
|
|
2024
Q3 | $2.44M | Sell |
27,053
-1,898
| -7% | -$171K | 0.42% | 52 |
|
|
2024
Q2 | $2.25M | Sell |
28,951
-4,496
| -13% | -$349K | 0.4% | 51 |
|
|
2024
Q1 | $2.33M | Sell |
33,447
-1,819
| -5% | -$127K | 0.45% | 52 |
|
|
2023
Q4 | $2.47M | Buy |
35,266
+1,431
| +4% | +$100K | 0.47% | 48 |
|
|
2023
Q3 | $2.19M | Buy |
33,835
+5,337
| +19% | +$345K | 0.47% | 48 |
|
|
2023
Q2 | $2M | Buy |
28,498
+6,167
| +28% | +$433K | 0.44% | 53 |
|
|
2023
Q1 | $1.55M | Sell |
22,331
-290
| -1% | -$20.2K | 0.37% | 55 |
|
|
2022
Q4 | $1.62M | Sell |
22,621
-240
| -1% | -$17.1K | 0.39% | 54 |
|
|
2022
Q3 | $1.55M | Sell |
22,861
-2,830
| -11% | -$192K | 0.42% | 53 |
|
|
2022
Q2 | $1.83M | Sell |
25,691
-135,675
| -84% | -$9.67M | 0.47% | 52 |
|
|
2022
Q1 | $11.7M | Buy |
+161,366
| New | +$11.7M | 2.59% | 6 |
|