ACM
AlphaStar Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
+5,720
| New | +$525K | 0.04% | 219 |
|
|
2024
Q4 | – | Sell |
-6,099
| Closed | -$550K | – | 357 |
|
|
2024
Q3 | $550K | Buy |
6,099
+1,851
| +44% | +$167K | 0.04% | 218 |
|
|
2024
Q2 | $330K | Buy |
4,248
+953
| +29% | +$73.9K | 0.03% | 234 |
|
|
2024
Q1 | $236K | Buy |
+3,295
| New | +$236K | 0.02% | 265 |
|
|
2023
Q2 | – | Sell |
-5,241
| Closed | -$374K | – | 279 |
|
|
2023
Q1 | $374K | Hold |
5,241
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $374K | Buy |
5,241
+16
| +0.3% | +$1.14K | 0.04% | 230 |
|
|
2022
Q3 | $355K | Sell |
5,225
-223
| -4% | -$15.2K | 0.04% | 229 |
|
|
2022
Q2 | $388K | Buy |
5,448
+26
| +0.5% | +$1.85K | 0.04% | 250 |
|
|
2022
Q1 | $393K | Buy |
5,422
+747
| +16% | +$54.1K | 0.03% | 275 |
|
|
2021
Q4 | $321K | Sell |
4,675
-279
| -6% | -$19.2K | 0.03% | 298 |
|
|
2021
Q3 | $318K | Buy |
+4,954
| New | +$318K | 0.02% | 304 |
|
|
2021
Q1 | – | Sell |
-3,876
| Closed | -$231K | – | 239 |
|
|
2020
Q4 | $231K | Buy |
+3,876
| New | +$231K | 0.04% | 197 |
|
|
2017
Q4 | – | Sell |
-6,142
| Closed | -$302K | – | 217 |
|
|
2017
Q3 | $302K | Buy |
+6,142
| New | +$302K | 0.3% | 65 |
|