LTI
Laffer Tengler Investments’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
2,600
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $239K | Hold |
2,600
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $214K | Hold |
2,600
| – | – | 0.04% | 135 |
|
|
2024
Q3 | $234K | Hold |
2,600
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $202K | Hold |
2,600
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $187K | Sell |
2,600
-74
| -3% | -$5.31K | 0.05% | 152 |
|
|
2023
Q4 | $188K | Buy |
2,674
+74
| +3% | +$5.19K | 0.05% | 148 |
|
|
2023
Q3 | $168K | Buy |
+2,600
| New | +$168K | 0.05% | 150 |
|
|
2023
Q1 | – | Sell |
-127
| Closed | -$9.07K | – | 441 |
|
|
2022
Q4 | $9.07K | Buy |
+127
| New | +$9.07K | ﹤0.01% | 377 |
|
|
2019
Q2 | – | Sell |
-57,842
| Closed | -$2.99M | – | 168 |
|
|
2019
Q1 | $2.99M | Hold |
57,842
| – | – | 0.8% | 30 |
|
|
2018
Q4 | $2.54M | Hold |
57,842
| – | – | 0.75% | 42 |
|
|
2018
Q3 | $2.52M | Hold |
57,842
| – | – | 0.62% | 64 |
|
|
2018
Q2 | $2.68M | Hold |
57,842
| – | – | 0.68% | 47 |
|
|
2018
Q1 | $2.58M | Buy |
+57,842
| New | +$2.58M | 0.64% | 58 |
|
|
2016
Q4 | – | Sell |
-31,564
| Closed | -$1.62M | – | 279 |
|
|
2016
Q3 | $1.62M | Hold |
31,564
| – | – | 0.45% | 78 |
|
|
2016
Q2 | $1.69M | Buy |
+31,564
| New | +$1.69M | 0.48% | 75 |
|
|
2014
Q2 | – | Sell |
-896
| Closed | -$39.4K | – | 215 |
|
|
2014
Q1 | $39.4K | Buy |
+896
| New | +$39.4K | 0.01% | 211 |
|