Altus Wealth Group’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 | – | Sell |
-5,032
| Closed | -$463K | – | 142 |
|
|
2025
Q1 | $463K | Buy |
5,032
+9
| +0.2% | +$827 | 0.22% | 85 |
|
|
2024
Q4 | $413K | Buy |
5,023
+7
| +0.1% | +$576 | 0.18% | 103 |
|
|
2024
Q3 | $452K | Buy |
5,016
+22
| +0.4% | +$1.98K | 0.19% | 92 |
|
|
2024
Q2 | $387K | Hold |
4,994
| – | – | 0.19% | 96 |
|
|
2024
Q1 | $358K | Hold |
4,994
| – | – | 0.18% | 105 |
|
|
2023
Q4 | $350K | Hold |
4,994
| – | – | 0.19% | 104 |
|
|
2023
Q3 | $323K | Sell |
4,994
-237
| -5% | -$15.3K | 0.21% | 98 |
|
|
2023
Q2 | $367K | Buy |
5,231
+52
| +1% | +$3.65K | 0.23% | 95 |
|
|
2023
Q1 | $360K | Buy |
5,179
+4
| +0.1% | +$278 | 0.24% | 94 |
|
|
2022
Q4 | $370K | Buy |
+5,175
| New | +$370K | 0.28% | 88 |
|
|
2021
Q1 | – | Sell |
-402
| Closed | -$25K | – | 687 |
|
|
2020
Q4 | $25K | Buy |
+402
| New | +$25K | 0.02% | 327 |
|