Aspen Grove Capital’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 | $311K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $214K | Buy |
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