Asset Management Advisors LLC’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 | $284K | Hold |
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|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $206K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $204K | Buy |
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