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
Q2 | $656K | Buy |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $761K | Buy |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $587K | Hold |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $874K | Buy |
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|
2020
Q3 | $746K | Sell |
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|
2020
Q2 | $742K | Buy |
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|
2020
Q1 | $696K | Sell |
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|
2019
Q4 | $830K | Sell |
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|
2019
Q3 | $875K | Buy |
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|
2019
Q2 | $653K | Buy |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $261K | Buy |
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|
2017
Q2 | $218K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6.44M | Buy |
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|
2016
Q2 | $6.12M | Sell |
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|
2016
Q1 | $6.13M | Buy |
|