L.J. Altfest & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $527K | Buy |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $419K | Hold |
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|
2019
Q3 | $406K | Hold |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | $327K | Hold |
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|
2018
Q4 | $278K | Hold |
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|
2018
Q3 | $276K | Hold |
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|
2018
Q2 | $293K | Hold |
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|
2018
Q1 | $283K | Hold |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $326K | Buy |
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|
2016
Q4 | $322K | Buy |
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|
2016
Q3 | $334K | Sell |
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|
2016
Q2 | $450K | Buy |
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