American Assets Investment 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
Q3 | $2.37M | Hold |
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|
2025
Q2 | $2.3M | Hold |
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|
2025
Q1 | $2.3M | Hold |
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|
2024
Q4 | $2.06M | Hold |
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|
2024
Q3 | $2.25M | Hold |
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|
2024
Q2 | $1.94M | Hold |
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|
2024
Q1 | $1.79M | Hold |
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|
2023
Q4 | $1.75M | Hold |
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|
2023
Q3 | $1.62M | Hold |
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|
2023
Q2 | $1.76M | Hold |
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|
2023
Q1 | $1.74M | Hold |
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|
2022
Q4 | $1.79M | Hold |
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.78M | Hold |
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|
2022
Q1 | $1.81M | Hold |
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|
2021
Q4 | $1.72M | Hold |
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|
2021
Q3 | $1.55M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $617K | Hold |
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|
2013
Q3 | $618K | Hold |
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|
2013
Q2 | $662K | Buy |
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