Autumn Glory Partners’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 | $752K | Hold |
8,185
| – | – | 0.35% | 77 |
|
|
2025
Q1 | $753K | Hold |
8,185
| – | – | 0.37% | 78 |
|
|
2024
Q4 | $674K | Sell |
8,185
-8,823
| -52% | -$726K | 0.33% | 81 |
|
|
2024
Q3 | $1.53M | Buy |
17,008
+8,823
| +108% | +$796K | 0.59% | 51 |
|
|
2024
Q2 | $635K | Buy |
8,185
+1,190
| +17% | +$92.3K | 0.32% | 83 |
|
|
2024
Q1 | $502K | Hold |
6,995
| – | – | 0.25% | 93 |
|
|
2023
Q4 | $492K | Hold |
6,995
| – | – | 0.28% | 89 |
|
|
2023
Q3 | $453K | Hold |
6,995
| – | – | 0.28% | 91 |
|
|
2023
Q2 | $491K | Buy |
+6,995
| New | +$491K | 0.36% | 73 |
|
|
2023
Q1 | – | Sell |
-9,470
| Closed | -$676K | – | 176 |
|
|
2022
Q4 | $676K | Buy |
9,470
+4,735
| +100% | +$338K | 0.36% | 85 |
|
|
2022
Q3 | $322K | Hold |
4,735
| – | – | 0.22% | 103 |
|
|
2022
Q2 | $338K | Buy |
+4,735
| New | +$338K | 0.25% | 97 |
|
|
2022
Q1 | – | Sell |
-3,910
| Closed | -$268K | – | 212 |
|
|
2021
Q4 | $268K | Buy |
+3,910
| New | +$268K | 0.11% | 172 |
|