Alpha Cubed Investments’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
Q4 | $829K | Buy |
9,504
+2,864
| +43% | +$261K | 0.03% | 131 |
|
|
2025
Q3 | $629K | Sell |
6,640
-505
| -7% | -$47.1K | 0.02% | 153 |
|
|
2025
Q2 | $656K | Buy |
7,145
+1,366
| +24% | +$123K | 0.02% | 151 |
|
|
2025
Q1 | $531K | Buy |
5,779
+298
| +5% | +$25.8K | 0.02% | 166 |
|
|
2024
Q4 | $451K | Sell |
5,481
-1,186
| -18% | -$104K | 0.02% | 163 |
|
|
2024
Q3 | $601K | Buy |
6,667
+636
| +11% | +$54.3K | 0.03% | 134 |
|
|
2024
Q2 | $468K | Buy |
6,031
+1,018
| +20% | +$77.1K | 0.02% | 160 |
|
|
2024
Q1 | $360K | Sell |
5,013
-696
| -12% | -$48K | 0.02% | 182 |
|
|
2023
Q4 | $400K | Sell |
5,709
-983
| -15% | -$67.5K | 0.02% | 169 |
|
|
2023
Q3 | $433K | Buy |
6,692
+338
| +5% | +$23.5K | 0.03% | 148 |
|
|
2023
Q2 | $446K | Sell |
6,354
-600
| -9% | -$43K | 0.03% | 153 |
|
|
2023
Q1 | $484K | Sell |
6,954
-623
| -8% | -$41.9K | 0.04% | 149 |
|
|
2022
Q4 | $541K | Sell |
7,577
-707
| -9% | -$47.3K | 0.04% | 157 |
|
|
2022
Q3 | $563K | Sell |
8,284
-2,393
| -22% | -$181K | 0.04% | 137 |
|
|
2022
Q2 | $761K | Buy |
10,677
+1,484
| +16% | +$109K | 0.06% | 134 |
|
|
2022
Q1 | $667K | Sell |
9,193
-250
| -3% | -$16.9K | 0.04% | 162 |
|
|
2021
Q4 | $648K | Sell |
9,443
-24
| -0.3% | -$1.53K | 0.04% | 150 |
|
|
2021
Q3 | $587K | Hold |
9,467
| – | – | 0.04% | 149 |
|
|
2021
Q2 | $573K | Sell |
9,467
-380
| -4% | -$24.3K | 0.04% | 151 |
|
|
2021
Q1 | $612K | Sell |
9,847
-4,386
| -31% | -$263K | 0.05% | 141 |
|
|
2020
Q4 | $874K | Buy |
14,233
+478
| +3% | +$28.7K | 0.07% | 116 |
|
|
2020
Q3 | $746K | Sell |
13,755
-550
| -4% | -$29.4K | 0.07% | 112 |
|
|
2020
Q2 | $742K | Buy |
14,305
+1,451
| +11% | +$80.7K | 0.08% | 99 |
|
|
2020
Q1 | $696K | Sell |
12,854
-180
| -1% | -$11.4K | 0.08% | 98 |
|
|
2019
Q4 | $830K | Sell |
13,034
-1,134
| -8% | -$70.3K | 0.09% | 109 |
|
|
2019
Q3 | $875K | Buy |
14,168
+2,355
| +20% | +$137K | 0.1% | 99 |
|
|
2019
Q2 | $653K | Buy |
11,813
+3,649
| +45% | +$195K | 0.08% | 116 |
|
|
2019
Q1 | $422K | Buy |
+8,164
| New | +$400K | 0.05% | 139 |
|
|
2018
Q1 | – | Sell |
-5,553
| Closed | -$267K | – | 240 |
|
|
2017
Q4 | $267K | Buy |
5,553
+248
| +5% | +$12.6K | 0.03% | 192 |
|
|
2017
Q3 | $261K | Buy |
5,305
+751
| +16% | +$36.4K | 0.04% | 181 |
|
|
2017
Q2 | $218K | Buy |
+4,554
| New | +$228K | 0.04% | 185 |
|
|
2016
Q4 | – | Sell |
-125,450
| Closed | -$6.44M | – | 196 |
|
|
2016
Q3 | $6.44M | Buy |
125,450
+11,291
| +10% | +$595K | 1.73% | 25 |
|
|
2016
Q2 | $6.12M | Sell |
114,159
-4,310
| -4% | -$217K | 2.11% | 19 |
|
|
2016
Q1 | $6.13M | Buy |
+118,469
| New | +$5.77M | 1.87% | 20 |
|
Other funds holding SO
