AAIM
Asset Advisors Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
17,048
| – | – | 0.15% | 69 |
|
|
2025
Q1 | $1.57M | Buy |
17,048
+1,046
| +7% | +$96.2K | 0.16% | 69 |
|
|
2024
Q4 | $1.32M | Buy |
16,002
+763
| +5% | +$62.8K | 0.14% | 69 |
|
|
2024
Q3 | $1.37M | Sell |
15,239
-172
| -1% | -$15.5K | 0.14% | 68 |
|
|
2024
Q2 | $1.2M | Buy |
15,411
+1,200
| +8% | +$93.1K | 0.13% | 68 |
|
|
2024
Q1 | $1.02M | Sell |
14,211
-348
| -2% | -$25K | 0.11% | 65 |
|
|
2023
Q4 | $1.02M | Sell |
14,559
-1,500
| -9% | -$105K | 0.12% | 66 |
|
|
2023
Q3 | $1.04M | Hold |
16,059
| – | – | 0.14% | 67 |
|
|
2023
Q2 | $1.13M | Hold |
16,059
| – | – | 0.14% | 69 |
|
|
2023
Q1 | $1.12M | Buy |
16,059
+133
| +0.8% | +$9.25K | 0.15% | 69 |
|
|
2022
Q4 | $1.14M | Hold |
15,926
| – | – | 0.15% | 68 |
|
|
2022
Q3 | $1.08M | Sell |
15,926
-667
| -4% | -$45.4K | 0.15% | 67 |
|
|
2022
Q2 | $1.18M | Sell |
16,593
-200
| -1% | -$14.3K | 0.16% | 65 |
|
|
2022
Q1 | $1.22M | Sell |
16,793
-400
| -2% | -$29K | 0.14% | 66 |
|
|
2021
Q4 | $1.18M | Sell |
17,193
-769
| -4% | -$52.7K | 0.12% | 65 |
|
|
2021
Q3 | $1.11M | Sell |
17,962
-457
| -2% | -$28.3K | 0.12% | 66 |
|
|
2021
Q2 | $1.12M | Buy |
18,419
+1,009
| +6% | +$61.1K | 0.12% | 66 |
|
|
2021
Q1 | $1.09M | Buy |
17,410
+850
| +5% | +$53.3K | 0.13% | 64 |
|
|
2020
Q4 | $1.02M | Buy |
16,560
+500
| +3% | +$30.7K | 0.13% | 61 |
|
|
2020
Q3 | $871K | Sell |
16,060
-3,500
| -18% | -$190K | 0.13% | 60 |
|
|
2020
Q2 | $1.01M | Sell |
19,560
-6,000
| -23% | -$311K | 0.16% | 60 |
|
|
2020
Q1 | $1.38M | Hold |
25,560
| – | – | 0.26% | 58 |
|
|
2019
Q4 | $1.66M | Hold |
25,560
| – | – | 0.24% | 56 |
|
|
2019
Q3 | $1.58M | Sell |
25,560
-467
| -2% | -$28.8K | 0.25% | 59 |
|
|
2019
Q2 | $1.44M | Sell |
26,027
-5,150
| -17% | -$285K | 0.24% | 59 |
|
|
2019
Q1 | $1.61M | Sell |
31,177
-25
| -0.1% | -$1.29K | 0.29% | 54 |
|
|
2018
Q4 | $1.37M | Buy |
31,202
+25
| +0.1% | +$1.1K | 0.27% | 54 |
|
|
2018
Q3 | $1.36M | Buy |
+31,177
| New | +$1.36M | 0.22% | 60 |
|