Atlas Brown’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 | $511K | Sell |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $575K | Buy |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $774K | Buy |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $538K | Buy |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $573K | Buy |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $466K | Buy |
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|
2018
Q4 | $384K | Buy |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $354K | Buy |
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|
2017
Q3 | $368K | Buy |
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|
2017
Q2 | $354K | Sell |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $321K | Hold |
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|
2016
Q3 | $321K | Hold |
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|
2016
Q2 | $335K | Hold |
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|
2016
Q1 | $324K | Buy |
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|
2015
Q4 | $258K | Sell |
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|
2015
Q3 | $246K | Hold |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $243K | Hold |
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|
2014
Q4 | $270K | Buy |
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|
2014
Q3 | $209K | Hold |
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|
2014
Q2 | $218K | Buy |
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