AAG
Armstrong Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
5,772
+7
| +0.1% | +$643 | 0.04% | 118 |
|
|
2025
Q1 | $475K | Hold |
5,765
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $475K | Buy |
5,765
+134
| +2% | +$11K | 0.04% | 115 |
|
|
2024
Q3 | $508K | Buy |
5,631
+227
| +4% | +$20.5K | 0.04% | 103 |
|
|
2024
Q2 | $419K | Sell |
5,404
-866
| -14% | -$67.2K | 0.04% | 107 |
|
|
2024
Q1 | $440K | Hold |
6,270
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $440K | Sell |
6,270
-116
| -2% | -$8.13K | 0.04% | 109 |
|
|
2023
Q3 | $413K | Sell |
6,386
-300
| -4% | -$19.4K | 0.05% | 101 |
|
|
2023
Q2 | $470K | Sell |
6,686
-417
| -6% | -$29.3K | 0.05% | 95 |
|
|
2023
Q1 | $494K | Buy |
7,103
+300
| +4% | +$20.9K | 0.06% | 90 |
|
|
2022
Q4 | $486K | Buy |
+6,803
| New | +$486K | 0.06% | 92 |
|