AlphaMark Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $213K | Hold |
2,589
| – | – | 0.09% | 124 |
|
|
2024
Q3 | $233K | Hold |
2,589
| – | – | 0.08% | 213 |
|
|
2024
Q2 | $201K | Hold |
2,589
| – | – | 0.07% | 227 |
|
|
2024
Q1 | $186K | Sell |
2,589
-66
| -2% | -$4.56K | 0.07% | 229 |
|
|
2023
Q4 | $186K | Hold |
2,655
| – | – | 0.07% | 230 |
|
|
2023
Q3 | $172K | Sell |
2,655
-107
| -4% | -$7.43K | 0.07% | 219 |
|
|
2023
Q2 | $194K | Hold |
2,762
| – | – | 0.09% | 113 |
|
|
2023
Q1 | $192K | Sell |
2,762
-250
| -8% | -$16.8K | 0.09% | 113 |
|
|
2022
Q4 | $215K | Buy |
3,012
+166
| +6% | +$11.1K | 0.11% | 93 |
|
|
2022
Q3 | $194K | Sell |
2,846
-200
| -7% | -$15.2K | 0.1% | 99 |
|
|
2022
Q2 | $217K | Buy |
3,046
+150
| +5% | +$11K | 0.1% | 102 |
|
|
2022
Q1 | $210K | Hold |
2,896
| – | – | 0.08% | 118 |
|
|
2021
Q4 | $199K | Sell |
2,896
-100
| -3% | -$6.38K | 0.07% | 130 |
|
|
2021
Q3 | $186K | Hold |
2,996
| – | – | 0.07% | 132 |
|
|
2021
Q2 | $181K | Sell |
2,996
-100
| -3% | -$6.39K | 0.07% | 132 |
|
|
2021
Q1 | $192K | Hold |
3,096
| – | – | 0.07% | 122 |
|
|
2020
Q4 | $190K | Hold |
3,096
| – | – | 0.07% | 113 |
|
|
2020
Q3 | $168K | Hold |
3,096
| – | – | 0.07% | 110 |
|
|
2020
Q2 | $161K | Hold |
3,096
| – | – | 0.07% | 106 |
|
|
2020
Q1 | $168K | Sell |
3,096
-3
| -0.1% | -$190 | 0.09% | 93 |
|
|
2019
Q4 | $197K | Sell |
3,099
-14
| -0.4% | -$868 | 0.08% | 103 |
|
|
2019
Q3 | $192K | Buy |
3,113
+516
| +20% | +$29.9K | 0.08% | 103 |
|
|
2019
Q2 | $144K | Buy |
2,597
+17
| +0.7% | +$910 | 0.06% | 116 |
|
|
2019
Q1 | $133K | Buy |
2,580
+16
| +0.6% | +$784 | 0.06% | 120 |
|
|
2018
Q4 | $113K | Buy |
2,564
+118
| +5% | +$5.36K | 0.05% | 128 |
|
|
2018
Q3 | $107K | Buy |
2,446
+17
| +0.7% | +$783 | 0.04% | 173 |
|
|
2018
Q2 | $112K | Buy |
2,429
+19
| +0.8% | +$850 | 0.05% | 162 |
|
|
2018
Q1 | $108K | Buy |
2,410
+17
| +0.7% | +$755 | 0.05% | 159 |
|
|
2017
Q4 | $115K | Buy |
2,393
+15
| +0.6% | +$764 | 0.04% | 153 |
|
|
2017
Q3 | $117K | Buy |
2,378
+15
| +0.6% | +$727 | 0.05% | 140 |
|
|
2017
Q2 | $113K | Buy |
2,363
+14
| +0.6% | +$702 | 0.05% | 140 |
|
|
2017
Q1 | $117K | Buy |
2,349
+1,260
| +116% | +$62.3K | 0.05% | 134 |
|
|
2016
Q4 | $54K | Buy |
1,089
+600
| +123% | +$29.5K | 0.03% | 162 |
|
|
2016
Q3 | $25K | Hold |
489
| – | – | 0.01% | 187 |
|
|
2016
Q2 | $26K | Hold |
489
| – | – | 0.02% | 183 |
|
|
2016
Q1 | $25K | Hold |
489
| – | – | 0.01% | 180 |
|
|
2015
Q4 | $23K | Hold |
489
| – | – | 0.01% | 182 |
|
|
2015
Q3 | $22K | Buy |
489
+194
| +66% | +$8.51K | 0.01% | 174 |
|
|
2015
Q2 | $12K | Hold |
295
| – | – | 0.01% | 231 |
|
|
2015
Q1 | $13K | Hold |
295
| – | – | 0.01% | 225 |
|
|
2014
Q4 | $14K | Hold |
295
| – | – | 0.01% | 222 |
|
|
2014
Q3 | $13K | Hold |
295
| – | – | 0.01% | 233 |
|
|
2014
Q2 | $13K | Hold |
295
| – | – | 0.01% | 244 |
|
|
2014
Q1 | $13K | Hold |
295
| – | – | 0.01% | 225 |
|
|
2013
Q4 | $12K | Hold |
295
| – | – | 0.01% | 231 |
|
|
2013
Q3 | $12K | Hold |
295
| – | – | 0.01% | 235 |
|
|
2013
Q2 | $13K | Buy |
+295
| New | +$13.6K | 0.01% | 280 |
|
Other funds holding SO
AlphaMark Advisors's SO Position: Q4 2024 in Review
AlphaMark Advisors held its Southern Company (SO) position steady in Q4 2024 at 2,589 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #124.
AlphaMark Advisors first reported a position in SO in Q2 2013 and has held it in 47 quarters since. The position peaked at $233K in Q3 2024. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.
- AlphaMark Advisors held 2,589 shares of Southern Company worth $213K as of Q4 2024.
- AlphaMark Advisors left its Southern Company share count unchanged in Q4 2024.
- Southern Company made up 0.09% of AlphaMark Advisors's portfolio in Q4 2024, its #124 holding.
- AlphaMark Advisors first reported a position in Southern Company in Q2 2013 and has held it in 47 quarters since.
- AlphaMark Advisors's Southern Company position peaked at $233K in Q3 2024.
- 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.
Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.