CMA
Cedar Mountain Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
3,341
+27
| +0.8% | +$2.48K | 0.06% | 50 |
|
|
2025
Q1 | $305K | Buy |
3,314
+26
| +0.8% | +$2.39K | 0.07% | 49 |
|
|
2024
Q4 | $271K | Buy |
3,288
+78
| +2% | +$6.42K | 0.06% | 50 |
|
|
2024
Q3 | $290K | Buy |
3,210
+25
| +0.8% | +$2.26K | 0.07% | 50 |
|
|
2024
Q2 | $247K | Buy |
3,185
+29
| +0.9% | +$2.25K | 0.06% | 44 |
|
|
2024
Q1 | $226K | Buy |
3,156
+32
| +1% | +$2.3K | 0.06% | 47 |
|
|
2023
Q4 | $219K | Buy |
3,124
+30
| +1% | +$2.1K | 0.06% | 42 |
|
|
2023
Q3 | $200K | Buy |
3,094
+31
| +1% | +$2.01K | 0.06% | 41 |
|
|
2023
Q2 | $215K | Buy |
3,063
+31
| +1% | +$2.18K | 0.06% | 39 |
|
|
2023
Q1 | $211K | Buy |
3,032
+31
| +1% | +$2.16K | 0.06% | 40 |
|
|
2022
Q4 | $214K | Buy |
3,001
+13
| +0.4% | +$928 | 0.07% | 39 |
|
|
2022
Q3 | $203K | Buy |
2,988
+11
| +0.4% | +$747 | 0.07% | 37 |
|
|
2022
Q2 | $212K | Buy |
2,977
+11
| +0.4% | +$783 | 0.07% | 37 |
|
|
2022
Q1 | $215K | Buy |
2,966
+12
| +0.4% | +$870 | 0.06% | 40 |
|
|
2021
Q4 | $203K | Buy |
2,954
+30
| +1% | +$2.06K | 0.06% | 39 |
|
|
2021
Q3 | $181K | Buy |
2,924
+28
| +1% | +$1.73K | 0.06% | 41 |
|
|
2021
Q2 | $175K | Buy |
2,896
+30
| +1% | +$1.81K | 0.06% | 42 |
|
|
2021
Q1 | $178K | Buy |
2,866
+30
| +1% | +$1.86K | 0.06% | 44 |
|
|
2020
Q4 | $174K | Buy |
2,836
+30
| +1% | +$1.84K | 0.06% | 41 |
|
|
2020
Q3 | $152K | Buy |
2,806
+33
| +1% | +$1.79K | 0.06% | 41 |
|
|
2020
Q2 | $144K | Buy |
2,773
+30
| +1% | +$1.56K | 0.06% | 41 |
|
|
2020
Q1 | $149K | Buy |
2,743
+27
| +1% | +$1.47K | 0.07% | 36 |
|
|
2019
Q4 | $173K | Buy |
+2,716
| New | +$173K | 0.07% | 33 |
|