Altman Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
2,200
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $202K | Buy |
+2,200
| New | +$202K | 0.09% | 94 |
|
|
2022
Q4 | – | Sell |
-4,400
| Closed | -$299K | – | 91 |
|
|
2022
Q3 | $299K | Hold |
4,400
| – | – | 0.19% | 90 |
|
|
2022
Q2 | $334K | Hold |
4,400
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $319K | Hold |
4,400
| – | – | 0.16% | 78 |
|
|
2021
Q4 | $298K | Hold |
4,400
| – | – | 0.18% | 72 |
|
|
2021
Q3 | $274K | Hold |
4,400
| – | – | 0.15% | 74 |
|
|
2021
Q2 | $285K | Hold |
4,400
| – | – | 0.16% | 75 |
|
|
2021
Q1 | $274K | Hold |
4,400
| – | – | 0.18% | 79 |
|
|
2020
Q4 | $270K | Hold |
4,400
| – | – | 0.17% | 78 |
|
|
2020
Q3 | $239K | Hold |
4,400
| – | – | 0.17% | 79 |
|
|
2020
Q2 | $228K | Hold |
4,400
| – | – | 0.19% | 68 |
|
|
2020
Q1 | $238K | Hold |
4,400
| – | – | 0.22% | 76 |
|
|
2019
Q4 | $280K | Hold |
4,400
| – | – | 0.22% | 62 |
|
|
2019
Q3 | $272K | Hold |
4,400
| – | – | 0.23% | 62 |
|
|
2019
Q2 | $243K | Hold |
4,400
| – | – | 0.2% | 64 |
|
|
2019
Q1 | $227K | Buy |
+4,400
| New | +$227K | 0.21% | 64 |
|
|
2018
Q2 | – | Sell |
-4,473
| Closed | -$200K | – | 96 |
|
|
2018
Q1 | $200K | Buy |
4,473
+6
| +0.1% | +$268 | 0.19% | 67 |
|
|
2017
Q4 | $215K | Buy |
+4,467
| New | +$215K | 0.19% | 74 |
|