Altshuler Shaham’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
11,192
+7,178
| +179% | +$659K | 0.03% | 75 |
|
|
2025
Q1 | $369K | Buy |
4,014
+2,491
| +164% | +$229K | 0.01% | 99 |
|
|
2024
Q4 | $125K | Buy |
+1,523
| New | +$125K | ﹤0.01% | 109 |
|
|
2024
Q2 | – | Sell |
-352
| Closed | -$25.3K | – | 340 |
|
|
2024
Q1 | $25.3K | Buy |
+352
| New | +$25.3K | ﹤0.01% | 155 |
|
|
2023
Q2 | – | Sell |
-641
| Closed | -$44.6K | – | 380 |
|
|
2023
Q1 | $44.6K | Sell |
641
-40
| -6% | -$2.78K | ﹤0.01% | 183 |
|
|
2022
Q4 | $48.6K | Sell |
681
-41
| -6% | -$2.93K | ﹤0.01% | 212 |
|
|
2022
Q3 | $50K | Sell |
722
-104
| -13% | -$7.2K | ﹤0.01% | 219 |
|
|
2022
Q2 | $59K | Sell |
826
-135
| -14% | -$9.64K | ﹤0.01% | 212 |
|
|
2022
Q1 | $70K | Sell |
961
-170
| -15% | -$12.4K | ﹤0.01% | 304 |
|
|
2021
Q4 | $78K | Buy |
1,131
+14
| +1% | +$966 | ﹤0.01% | 303 |
|
|
2021
Q3 | $70K | Buy |
1,117
+53
| +5% | +$3.32K | ﹤0.01% | 347 |
|
|
2021
Q2 | $64K | Buy |
+1,064
| New | +$64K | ﹤0.01% | 399 |
|
|
2020
Q2 | – | Sell |
-114
| Closed | -$6K | – | 538 |
|
|
2020
Q1 | $6K | Sell |
114
-3,870
| -97% | -$204K | ﹤0.01% | 340 |
|
|
2019
Q4 | $254K | Buy |
3,984
+376
| +10% | +$24K | 0.01% | 129 |
|
|
2019
Q3 | $223K | Buy |
3,608
+1,934
| +116% | +$120K | 0.01% | 127 |
|
|
2019
Q2 | $93K | Buy |
+1,674
| New | +$93K | ﹤0.01% | 148 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$4K | – | 287 |
|
|
2018
Q2 | $4K | Sell |
85
-308
| -78% | -$14.5K | ﹤0.01% | 193 |
|
|
2018
Q1 | $18K | Buy |
393
+22
| +6% | +$1.01K | ﹤0.01% | 144 |
|
|
2017
Q4 | $18K | Buy |
+371
| New | +$18K | ﹤0.01% | 141 |
|