Altus Wealth Management’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 |
-3,808
| Closed | -$350K | – | 40 |
|
|
2025
Q1 | $350K | Hold |
3,808
| – | – | 0.16% | 31 |
|
|
2024
Q4 | $313K | Sell |
3,808
-165
| -4% | -$13.6K | 0.14% | 34 |
|
|
2024
Q3 | $358K | Hold |
3,973
| – | – | 0.17% | 30 |
|
|
2024
Q2 | $308K | Hold |
3,973
| – | – | 0.15% | 33 |
|
|
2024
Q1 | $285K | Hold |
3,973
| – | – | 0.15% | 34 |
|
|
2023
Q4 | $279K | Hold |
3,973
| – | – | 0.17% | 34 |
|
|
2023
Q3 | $257K | Hold |
3,973
| – | – | 0.18% | 31 |
|
|
2023
Q2 | $279K | Hold |
3,973
| – | – | 0.22% | 25 |
|
|
2023
Q1 | $276K | Sell |
3,973
-205
| -5% | -$14.3K | 0.23% | 24 |
|
|
2022
Q4 | $298K | Buy |
4,178
+2
| +0% | +$143 | 0.26% | 20 |
|
|
2022
Q3 | $284K | Buy |
4,176
+1
| +0% | +$68 | 0.24% | 25 |
|
|
2022
Q2 | $298K | Buy |
4,175
+2
| +0% | +$143 | 0.23% | 26 |
|
|
2022
Q1 | $303K | Sell |
4,173
-220
| -5% | -$16K | 0.21% | 29 |
|
|
2021
Q4 | $301K | Buy |
4,393
+16
| +0.4% | +$1.1K | 0.18% | 29 |
|
|
2021
Q3 | $271K | Buy |
+4,377
| New | +$271K | 0.17% | 29 |
|