Angeles 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
Q1 | – | Sell |
-7,019
| Closed | -$578K | – | 168 |
|
|
2024
Q4 | $578K | Hold |
7,019
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $633K | Buy |
7,019
+164
| +2% | +$14.8K | 0.03% | 81 |
|
|
2024
Q2 | $532K | Hold |
6,855
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $492K | Buy |
6,855
+1,653
| +32% | +$119K | 0.03% | 125 |
|
|
2023
Q4 | $365K | Buy |
5,202
+612
| +13% | +$42.9K | 0.02% | 132 |
|
|
2023
Q3 | $297K | Hold |
4,590
| – | – | 0.02% | 137 |
|
|
2023
Q2 | $322K | Sell |
4,590
-818
| -15% | -$57.5K | 0.03% | 109 |
|
|
2023
Q1 | $376K | Buy |
5,408
+818
| +18% | +$56.9K | 0.03% | 87 |
|
|
2022
Q4 | $328K | Buy |
+4,590
| New | +$328K | 0.03% | 73 |
|
|
2022
Q3 | – | Sell |
-4,590
| Closed | -$327K | – | 108 |
|
|
2022
Q2 | $327K | Hold |
4,590
| – | – | 0.03% | 59 |
|
|
2022
Q1 | $333K | Sell |
4,590
-169
| -4% | -$12.3K | 0.02% | 81 |
|
|
2021
Q4 | $326K | Buy |
4,759
+169
| +4% | +$11.6K | 0.02% | 165 |
|
|
2021
Q3 | $284K | Buy |
+4,590
| New | +$284K | 0.02% | 171 |
|