Altshuler Shaham’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
Q2 | $1.03M | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $125K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $25.3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $44.6K | Sell |
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|
2022
Q4 | $48.6K | Sell |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $59K | Sell |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $64K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $93K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $18K | Buy |
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