Athena Investment Management’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 | $272K | Hold |
2,958
| – | – | 0.15% | 127 |
|
|
2025
Q1 | $272K | Sell |
2,958
-165
| -5% | -$15.2K | 0.16% | 121 |
|
|
2024
Q4 | $257K | Hold |
3,123
| – | – | 0.15% | 128 |
|
|
2024
Q3 | $282K | Sell |
3,123
-100
| -3% | -$9.02K | 0.16% | 126 |
|
|
2024
Q2 | $250K | Sell |
3,223
-440
| -12% | -$34.1K | 0.15% | 125 |
|
|
2024
Q1 | $263K | Hold |
3,663
| – | – | 0.16% | 128 |
|
|
2023
Q4 | $257K | Hold |
3,663
| – | – | 0.17% | 123 |
|
|
2023
Q3 | $237K | Hold |
3,663
| – | – | 0.17% | 122 |
|
|
2023
Q2 | $257K | Hold |
3,663
| – | – | 0.18% | 120 |
|
|
2023
Q1 | $255K | Hold |
3,663
| – | – | 0.18% | 119 |
|
|
2022
Q4 | $262K | Hold |
3,663
| – | – | 0.19% | 118 |
|
|
2022
Q3 | $249K | Hold |
3,663
| – | – | 0.21% | 111 |
|
|
2022
Q2 | $261K | Hold |
3,663
| – | – | 0.21% | 111 |
|
|
2022
Q1 | $270K | Buy |
+3,663
| New | +$270K | 0.21% | 100 |
|