Alpha Omega Wealth Management’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 | $313K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $425K | Sell |
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|
2018
Q4 | $362K | Sell |
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|
2018
Q3 | $381K | Sell |
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|
2018
Q2 | $475K | Buy |
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|
2018
Q1 | $427K | Sell |
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|
2017
Q4 | $556K | Buy |
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|
2017
Q3 | $506K | Sell |
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|
2017
Q2 | $512K | Sell |
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|
2017
Q1 | $585K | Sell |
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|
2016
Q4 | $590K | Buy |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $338K | Hold |
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|
2016
Q1 | $326K | Hold |
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|
2015
Q4 | $295K | Buy |
|