Alpine Woods Capital Investors’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 | $5.69M | Sell |
|
|||||
|
2025
Q2 | $5.61M | Sell |
|
|||||
|
2025
Q1 | $5.76M | Buy |
|
|||||
|
2024
Q4 | $4.05M | Buy |
|
|||||
|
2024
Q3 | $3.64M | Sell |
|
|||||
|
2024
Q2 | $3.45M | Buy |
|
|||||
|
2024
Q1 | $3.07M | Sell |
|
|||||
|
2023
Q4 | $3.79M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $200K | Hold |
|
|||||
|
2019
Q4 | $236K | Hold |
|
|||||
|
2019
Q3 | $229K | Hold |
|
|||||
|
2019
Q2 | $205K | Sell |
|
|||||
|
2019
Q1 | $212K | Sell |
|
|||||
|
2018
Q4 | $211K | Sell |
|
|||||
|
2018
Q3 | $275K | Hold |
|
|||||
|
2018
Q2 | $292K | Sell |
|
|||||
|
2018
Q1 | $286K | Hold |
|
|||||
|
2017
Q4 | $308K | Hold |
|
|||||
|
2017
Q3 | $314K | Hold |
|
|||||
|
2017
Q2 | $306K | Sell |
|
|||||
|
2017
Q1 | $334K | Sell |
|
|||||
|
2016
Q4 | $339K | Sell |
|
|||||
|
2016
Q3 | $369K | Hold |
|
|||||
|
2016
Q2 | $386K | Hold |
|
|||||
|
2016
Q1 | $372K | Hold |
|
|||||
|
2015
Q4 | $337K | Hold |
|
|||||
|
2015
Q3 | $322K | Hold |
|
|||||
|
2015
Q2 | $302K | Hold |
|
|||||
|
2015
Q1 | $319K | Sell |
|
|||||
|
2014
Q4 | $388K | Sell |
|
|||||
|
2014
Q3 | $371K | Sell |
|
|||||
|
2014
Q2 | $395 | Hold |
|
|||||
|
2014
Q1 | $382K | Hold |
|
|||||
|
2013
Q4 | $358K | Sell |
|
|||||
|
2013
Q3 | $420K | Sell |
|
|||||
|
2013
Q2 | $472K | Buy |
|