Aspen Grove Capital’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 | $323K | Sell |
3,512
-21
| -0.6% | -$1.93K | 0.05% | 157 |
|
|
2025
Q1 | $325K | Buy |
3,533
+111
| +3% | +$10.2K | 0.06% | 153 |
|
|
2024
Q4 | $282K | Hold |
3,422
| – | – | 0.06% | 154 |
|
|
2024
Q3 | $309K | Buy |
3,422
+2
| +0.1% | +$180 | 0.07% | 143 |
|
|
2024
Q2 | $265K | Buy |
3,420
+2
| +0.1% | +$155 | 0.06% | 160 |
|
|
2024
Q1 | $245K | Sell |
3,418
-33
| -1% | -$2.37K | 0.07% | 166 |
|
|
2023
Q4 | $240K | Buy |
3,451
+170
| +5% | +$11.8K | 0.07% | 149 |
|
|
2023
Q3 | $212K | Sell |
3,281
-1,684
| -34% | -$109K | 0.08% | 151 |
|
|
2023
Q2 | $349K | Buy |
4,965
+1,921
| +63% | +$135K | 0.11% | 132 |
|
|
2023
Q1 | $212K | Buy |
3,044
+47
| +2% | +$3.27K | 0.09% | 135 |
|
|
2022
Q4 | $214K | Buy |
+2,997
| New | +$214K | 0.1% | 140 |
|