AmeriServ Wealth 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
Q1 | – | Sell |
-2,711
| Closed | -$223K | – | 72 |
|
|
2024
Q4 | $223K | Buy |
+2,711
| New | +$223K | 0.12% | 59 |
|
|
2019
Q3 | $250K | Buy |
4,050
+205
| +5% | +$12.7K | 0.34% | 54 |
|
|
2019
Q2 | $213K | Buy |
+3,845
| New | +$213K | 0.28% | 64 |
|
|
2016
Q4 | – | Sell |
-3,924
| Closed | -$201K | – | 67 |
|
|
2016
Q3 | $201K | Buy |
+3,924
| New | +$201K | 0.25% | 66 |
|
|
2015
Q4 | – | Sell |
-5,023
| Closed | -$225K | – | 52 |
|
|
2015
Q3 | $225K | Sell |
5,023
-322
| -6% | -$14.4K | 0.43% | 52 |
|
|
2015
Q2 | $224K | Sell |
5,345
-1,539
| -22% | -$64.5K | 0.26% | 79 |
|
|
2015
Q1 | $305K | Sell |
6,884
-6,447
| -48% | -$286K | 0.35% | 61 |
|
|
2014
Q4 | $655K | Buy |
13,331
+205
| +2% | +$10.1K | 0.64% | 40 |
|
|
2014
Q3 | $573K | Sell |
13,126
-753
| -5% | -$32.9K | 0.99% | 37 |
|
|
2014
Q2 | $630K | Buy |
13,879
+99
| +0.7% | +$4.49K | 0.68% | 38 |
|
|
2014
Q1 | $606K | Sell |
13,780
-1,165
| -8% | -$51.2K | 0.61% | 51 |
|
|
2013
Q4 | $614K | Sell |
14,945
-1,394
| -9% | -$57.3K | 0.37% | 82 |
|
|
2013
Q3 | $673K | Sell |
16,339
-58
| -0.4% | -$2.39K | 0.43% | 72 |
|
|
2013
Q2 | $724K | Buy |
+16,397
| New | +$724K | 0.47% | 63 |
|