LJAC
L.J. Altfest & Co’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
5,224
+86
| +2% | +$7.9K | 0.06% | 224 |
|
|
2025
Q1 | $472K | Sell |
5,138
-5,719
| -53% | -$526K | 0.06% | 227 |
|
|
2024
Q4 | $894K | Buy |
10,857
+6,268
| +137% | +$516K | 0.11% | 124 |
|
|
2024
Q3 | $414K | Buy |
4,589
+639
| +16% | +$57.6K | 0.06% | 234 |
|
|
2024
Q2 | $306K | Sell |
3,950
-678
| -15% | -$52.5K | 0.04% | 252 |
|
|
2024
Q1 | $332K | Hold |
4,628
| – | – | 0.05% | 244 |
|
|
2023
Q4 | $325K | Hold |
4,628
| – | – | 0.05% | 244 |
|
|
2023
Q3 | $300K | Hold |
4,628
| – | – | 0.05% | 241 |
|
|
2023
Q2 | $325K | Sell |
4,628
-340
| -7% | -$23.9K | 0.05% | 229 |
|
|
2023
Q1 | $346K | Buy |
4,968
+8
| +0.2% | +$557 | 0.05% | 209 |
|
|
2022
Q4 | $354K | Buy |
4,960
+408
| +9% | +$29.1K | 0.06% | 194 |
|
|
2022
Q3 | $310K | Buy |
4,552
+56
| +1% | +$3.81K | 0.06% | 202 |
|
|
2022
Q2 | $321K | Buy |
4,496
+7
| +0.2% | +$500 | 0.06% | 194 |
|
|
2022
Q1 | $326K | Buy |
4,489
+7
| +0.2% | +$508 | 0.06% | 196 |
|
|
2021
Q4 | $307K | Buy |
4,482
+7
| +0.2% | +$479 | 0.06% | 204 |
|
|
2021
Q3 | $277K | Sell |
4,475
-229
| -5% | -$14.2K | 0.06% | 218 |
|
|
2021
Q2 | $285K | Buy |
4,704
+9
| +0.2% | +$545 | 0.06% | 215 |
|
|
2021
Q1 | $292K | Buy |
4,695
+144
| +3% | +$8.96K | 0.07% | 207 |
|
|
2020
Q4 | $280K | Buy |
4,551
+10
| +0.2% | +$615 | 0.07% | 210 |
|
|
2020
Q3 | $246K | Buy |
4,541
+11
| +0.2% | +$596 | 0.07% | 194 |
|
|
2020
Q2 | $235K | Sell |
4,530
-2,052
| -31% | -$106K | 0.07% | 190 |
|
|
2020
Q1 | $356K | Buy |
6,582
+8
| +0.1% | +$433 | 0.11% | 121 |
|
|
2019
Q4 | $419K | Hold |
6,574
| – | – | 0.11% | 119 |
|
|
2019
Q3 | $406K | Hold |
6,574
| – | – | 0.1% | 114 |
|
|
2019
Q2 | $363K | Buy |
6,574
+240
| +4% | +$13.3K | 0.1% | 124 |
|
|
2019
Q1 | $327K | Hold |
6,334
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $278K | Hold |
6,334
| – | – | 0.08% | 123 |
|
|
2018
Q3 | $276K | Hold |
6,334
| – | – | 0.08% | 144 |
|
|
2018
Q2 | $293K | Hold |
6,334
| – | – | 0.11% | 130 |
|
|
2018
Q1 | $283K | Hold |
6,334
| – | – | 0.12% | 132 |
|
|
2017
Q4 | $305K | Buy |
6,334
+2,181
| +53% | +$105K | 0.12% | 130 |
|
|
2017
Q3 | $204K | Sell |
4,153
-187
| -4% | -$9.19K | 0.1% | 133 |
|
|
2017
Q2 | $208K | Sell |
4,340
-2,216
| -34% | -$106K | 0.13% | 133 |
|
|
2017
Q1 | $326K | Buy |
6,556
+16
| +0.2% | +$796 | 0.13% | 104 |
|
|
2016
Q4 | $322K | Buy |
6,540
+37
| +0.6% | +$1.82K | 0.16% | 104 |
|
|
2016
Q3 | $334K | Sell |
6,503
-1,897
| -23% | -$97.4K | 0.22% | 92 |
|
|
2016
Q2 | $450K | Buy |
+8,400
| New | +$450K | 0.31% | 82 |
|