American Trust Investment Advisors’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 | $4.8M | Sell |
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|
2025
Q2 | $4.89M | Sell |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $5.05M | Buy |
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|
2024
Q3 | $5.37M | Sell |
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|
2024
Q2 | $4.71M | Buy |
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|
2024
Q1 | $4.03M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $3.37M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $201K | Buy |
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