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AlphaStar Capital Management’s Southern Company SO Stock Holding History

AlphaStar Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,720
Closed -$525K – 340
2025
Q2 		$525K Buy
+5,720
New +$514K 0.04% 219
2024
Q4 		– Sell
-6,099
Closed -$550K – 357
2024
Q3 		$550K Buy
6,099
+1,851
+44% +$158K 0.04% 218
2024
Q2 		$330K Buy
4,248
+953
+29% +$72.2K 0.03% 234
2024
Q1 		$236K Buy
+3,295
New +$227K 0.02% 265
2023
Q2 		– Sell
-5,241
Closed -$374K – 279
2023
Q1 		$374K Hold
5,241
– – 0.03% 209
2022
Q4 		$374K Buy
5,241
+16
+0.3% +$1.07K 0.04% 230
2022
Q3 		$355K Sell
5,225
-223
-4% -$16.9K 0.04% 229
2022
Q2 		$388K Buy
5,448
+26
+0.5% +$1.91K 0.04% 250
2022
Q1 		$393K Buy
5,422
+747
+16% +$50.6K 0.03% 275
2021
Q4 		$321K Sell
4,675
-279
-6% -$17.8K 0.03% 298
2021
Q3 		$318K Buy
+4,954
New +$319K 0.02% 304
2021
Q1 		– Sell
-3,876
Closed -$231K – 239
2020
Q4 		$231K Buy
+3,876
New +$233K 0.04% 197
2017
Q4 		– Sell
-6,142
Closed -$302K – 217
2017
Q3 		$302K Buy
+6,142
New +$298K 0.3% 65

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