AMAL
Asset Management Advisors LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
3,000
| – | – | 0.19% | 17 |
|
|
2025
Q1 | $276K | Hold |
3,000
| – | – | 0.19% | 16 |
|
|
2024
Q4 | $247K | Hold |
3,000
| – | – | 0.18% | 15 |
|
|
2024
Q3 | $271K | Hold |
3,000
| – | – | 0.19% | 16 |
|
|
2024
Q2 | $233K | Hold |
3,000
| – | – | 0.18% | 17 |
|
|
2024
Q1 | $215K | Hold |
3,000
| – | – | 0.17% | 16 |
|
|
2023
Q4 | $210K | Buy |
+3,000
| New | +$210K | 0.17% | 17 |
|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$211K | – | 16 |
|
|
2023
Q2 | $211K | Hold |
3,000
| – | – | 0.18% | 16 |
|
|
2023
Q1 | $209K | Hold |
3,000
| – | – | 0.2% | 16 |
|
|
2022
Q4 | $214K | Hold |
3,000
| – | – | 0.21% | 15 |
|
|
2022
Q3 | $204K | Hold |
3,000
| – | – | 0.21% | 15 |
|
|
2022
Q2 | $214K | Hold |
3,000
| – | – | 0.18% | 16 |
|
|
2022
Q1 | $218K | Hold |
3,000
| – | – | 0.16% | 15 |
|
|
2021
Q4 | $206K | Buy |
+3,000
| New | +$206K | 0.14% | 16 |
|
|
2020
Q2 | – | Sell |
-3,900
| Closed | -$211K | – | 19 |
|
|
2020
Q1 | $211K | Sell |
3,900
-100
| -3% | -$5.41K | 0.25% | 17 |
|
|
2019
Q4 | $255K | Hold |
4,000
| – | – | 0.2% | 20 |
|
|
2019
Q3 | $247K | Hold |
4,000
| – | – | 0.21% | 21 |
|
|
2019
Q2 | $221K | Hold |
4,000
| – | – | 0.19% | 22 |
|
|
2019
Q1 | $207K | Buy |
+4,000
| New | +$207K | 0.17% | 27 |
|
|
2016
Q3 | – | Sell |
-3,800
| Closed | -$204K | – | 29 |
|
|
2016
Q2 | $204K | Buy |
+3,800
| New | +$204K | 0.2% | 29 |
|