AMI Asset Management’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 | $1.03M | Sell |
11,172
-73
| -0.6% | -$6.7K | 0.06% | 50 |
|
|
2025
Q1 | $1.03M | Sell |
11,245
-220
| -2% | -$20.2K | 0.06% | 65 |
|
|
2024
Q4 | $944K | Sell |
11,465
-314
| -3% | -$25.8K | 0.05% | 75 |
|
|
2024
Q3 | $1.06M | Sell |
11,779
-23
| -0.2% | -$2.07K | 0.06% | 67 |
|
|
2024
Q2 | $915K | Sell |
11,802
-35
| -0.3% | -$2.72K | 0.05% | 74 |
|
|
2024
Q1 | $849K | Buy |
+11,837
| New | +$849K | 0.04% | 77 |
|