IAA
Ironsides Asset Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,171
+141
| +5% | +$12.9K | 0.08% | 51 |
|
|
2025
Q1 | $279K | Hold |
3,030
| – | – | 0.08% | 54 |
|
|
2024
Q4 | $249K | Hold |
3,030
| – | – | 0.07% | 60 |
|
|
2024
Q3 | $273K | Buy |
+3,030
| New | +$273K | 0.08% | 62 |
|
|
2024
Q2 | – | Sell |
-3,268
| Closed | -$234K | – | 97 |
|
|
2024
Q1 | $234K | Buy |
3,268
+365
| +13% | +$26.2K | 0.08% | 70 |
|
|
2023
Q4 | $204K | Sell |
2,903
-477
| -14% | -$33.4K | 0.09% | 62 |
|
|
2023
Q3 | $219K | Sell |
3,380
-50
| -1% | -$3.24K | 0.1% | 61 |
|
|
2023
Q2 | $241K | Hold |
3,430
| – | – | 0.1% | 67 |
|
|
2023
Q1 | $239K | Hold |
3,430
| – | – | 0.11% | 69 |
|
|
2022
Q4 | $245K | Sell |
3,430
-40
| -1% | -$2.86K | 0.11% | 67 |
|
|
2022
Q3 | $236K | Buy |
+3,470
| New | +$236K | 0.11% | 70 |
|