AM Investment Strategies’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 | $9.08M | Buy |
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|
2025
Q1 | $8.99M | Buy |
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|
2024
Q4 | $7.36M | Buy |
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|
2024
Q3 | $7.32M | Sell |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $5.86M | Buy |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $4.34M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $988K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $924K | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $821K | Sell |
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|
2020
Q4 | $831K | Buy |
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|
2020
Q3 | $690K | Buy |
|