American Trust Investment Advisors’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 | $4.89M | Sell |
53,224
-7,720
| -13% | -$709K | 2.47% | 15 |
|
|
2025
Q1 | $5.6M | Sell |
60,944
-355
| -0.6% | -$32.6K | 2.34% | 12 |
|
|
2024
Q4 | $5.05M | Buy |
61,299
+1,787
| +3% | +$147K | 2.07% | 18 |
|
|
2024
Q3 | $5.37M | Sell |
59,512
-1,270
| -2% | -$115K | 2.2% | 16 |
|
|
2024
Q2 | $4.71M | Buy |
60,782
+4,637
| +8% | +$360K | 2.29% | 15 |
|
|
2024
Q1 | $4.03M | Buy |
56,145
+3,163
| +6% | +$227K | 1.92% | 24 |
|
|
2023
Q4 | $3.72M | Buy |
52,982
+837
| +2% | +$58.7K | 1.93% | 25 |
|
|
2023
Q3 | $3.37M | Buy |
+52,145
| New | +$3.37M | 1.86% | 20 |
|
|
2022
Q2 | – | Sell |
-3,056
| Closed | -$222K | – | 87 |
|
|
2022
Q1 | $222K | Buy |
3,056
+120
| +4% | +$8.72K | 0.11% | 84 |
|
|
2021
Q4 | $201K | Buy |
+2,936
| New | +$201K | 0.1% | 87 |
|