Investors Asset Management of Georgia’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 | $276K | Hold |
3,002
| – | – | 0.13% | 135 |
|
|
2025
Q1 | $276K | Hold |
3,002
| – | – | 0.14% | 132 |
|
|
2024
Q4 | $247K | Hold |
3,002
| – | – | 0.12% | 138 |
|
|
2024
Q3 | $271K | Sell |
3,002
-124
| -4% | -$11.2K | 0.13% | 136 |
|
|
2024
Q2 | $242K | Hold |
3,126
| – | – | 0.12% | 137 |
|
|
2024
Q1 | $224K | Hold |
3,126
| – | – | 0.11% | 140 |
|
|
2023
Q4 | $219K | Buy |
+3,126
| New | +$219K | 0.11% | 139 |
|
|
2023
Q3 | – | Sell |
-3,126
| Closed | -$220K | – | 169 |
|
|
2023
Q2 | $220K | Sell |
3,126
-152
| -5% | -$10.7K | 0.11% | 146 |
|
|
2023
Q1 | $228K | Sell |
3,278
-167
| -5% | -$11.6K | 0.12% | 149 |
|
|
2022
Q4 | $246K | Hold |
3,445
| – | – | 0.13% | 148 |
|
|
2022
Q3 | $234K | Buy |
3,445
+152
| +5% | +$10.3K | 0.12% | 154 |
|
|
2022
Q2 | $235K | Hold |
3,293
| – | – | 0.12% | 143 |
|
|
2022
Q1 | $239K | Hold |
3,293
| – | – | 0.12% | 155 |
|
|
2021
Q4 | $226K | Sell |
3,293
-115
| -3% | -$7.89K | 0.11% | 158 |
|
|
2021
Q3 | $211K | Sell |
3,408
-249
| -7% | -$15.4K | 0.11% | 155 |
|
|
2021
Q2 | $221K | Buy |
3,657
+114
| +3% | +$6.89K | 0.12% | 149 |
|
|
2021
Q1 | $220K | Hold |
3,543
| – | – | 0.13% | 146 |
|
|
2020
Q4 | $218K | Buy |
+3,543
| New | +$218K | 0.15% | 128 |
|
|
2020
Q1 | – | Sell |
-8,076
| Closed | -$514K | – | 152 |
|
|
2019
Q4 | $514K | Hold |
8,076
| – | – | 0.31% | 76 |
|
|
2019
Q3 | $499K | Buy |
8,076
+233
| +3% | +$14.4K | 0.32% | 77 |
|
|
2019
Q2 | $434K | Hold |
7,843
| – | – | 0.29% | 83 |
|
|
2019
Q1 | $405K | Hold |
7,843
| – | – | 0.28% | 82 |
|
|
2018
Q4 | $344K | Buy |
7,843
+150
| +2% | +$6.58K | 0.28% | 90 |
|
|
2018
Q3 | $335K | Sell |
7,693
-150
| -2% | -$6.53K | 0.23% | 110 |
|
|
2018
Q2 | $363K | Buy |
7,843
+50
| +0.6% | +$2.31K | 0.27% | 99 |
|
|
2018
Q1 | $348K | Sell |
7,793
-150
| -2% | -$6.7K | 0.26% | 101 |
|
|
2017
Q4 | $382K | Hold |
7,943
| – | – | 0.27% | 92 |
|
|
2017
Q3 | $390K | Sell |
7,943
-700
| -8% | -$34.4K | 0.29% | 90 |
|
|
2017
Q2 | $414K | Hold |
8,643
| – | – | 0.29% | 81 |
|
|
2017
Q1 | $430K | Hold |
8,643
| – | – | 0.3% | 77 |
|
|
2016
Q4 | $425K | Buy |
8,643
+1,188
| +16% | +$58.4K | 0.31% | 72 |
|
|
2016
Q3 | $382K | Sell |
7,455
-25
| -0.3% | -$1.28K | 0.29% | 80 |
|
|
2016
Q2 | $401K | Hold |
7,480
| – | – | 0.31% | 72 |
|
|
2016
Q1 | $387K | Sell |
7,480
-225
| -3% | -$11.6K | 0.32% | 73 |
|
|
2015
Q4 | $361K | Hold |
7,705
| – | – | 0.3% | 76 |
|
|
2015
Q3 | $344K | Hold |
7,705
| – | – | 0.31% | 77 |
|
|
2015
Q2 | $323K | Sell |
7,705
-125
| -2% | -$5.24K | 0.28% | 83 |
|
|
2015
Q1 | $347K | Hold |
7,830
| – | – | 0.29% | 82 |
|
|
2014
Q4 | $385K | Buy |
+7,830
| New | +$385K | 0.33% | 75 |
|