Altus Wealth Management’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 | – | Sell |
|
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $313K | Sell |
|
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|
2024
Q3 | $358K | Hold |
|
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|
2024
Q2 | $308K | Hold |
|
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|
2024
Q1 | $285K | Hold |
|
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|
2023
Q4 | $279K | Hold |
|
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|
2023
Q3 | $257K | Hold |
|
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|
2023
Q2 | $279K | Hold |
|
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|
2023
Q1 | $276K | Sell |
|
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|
2022
Q4 | $298K | Buy |
|
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|
2022
Q3 | $284K | Buy |
|
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|
2022
Q2 | $298K | Buy |
|
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $301K | Buy |
|
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|
2021
Q3 | $271K | Buy |
|