PAM
Peak Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
3,060
| – | – | 0.05% | 122 |
|
|
2025
Q1 | $281K | Sell |
3,060
-810
| -21% | -$74.5K | 0.05% | 117 |
|
|
2024
Q4 | $319K | Hold |
3,870
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $349K | Sell |
3,870
-340
| -8% | -$30.7K | 0.07% | 116 |
|
|
2024
Q2 | $327K | Sell |
4,210
-100
| -2% | -$7.76K | 0.06% | 117 |
|
|
2024
Q1 | $309K | Buy |
4,310
+100
| +2% | +$7.17K | 0.06% | 122 |
|
|
2023
Q4 | $295K | Buy |
4,210
+310
| +8% | +$21.7K | 0.07% | 118 |
|
|
2023
Q3 | $252K | Hold |
3,900
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $274K | Hold |
3,900
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $271K | Hold |
3,900
| – | – | 0.07% | 127 |
|
|
2022
Q4 | $278K | Hold |
3,900
| – | – | 0.07% | 113 |
|
|
2022
Q3 | $265K | Hold |
3,900
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $278K | Hold |
3,900
| – | – | 0.08% | 112 |
|
|
2022
Q1 | $283K | Sell |
3,900
-124
| -3% | -$9K | 0.07% | 118 |
|
|
2021
Q4 | $276K | Hold |
4,024
| – | – | 0.06% | 123 |
|
|
2021
Q3 | $249K | Hold |
4,024
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $243K | Buy |
4,024
+124
| +3% | +$7.49K | 0.06% | 125 |
|
|
2021
Q1 | $242K | Hold |
3,900
| – | – | 0.06% | 135 |
|
|
2020
Q4 | $240K | Hold |
3,900
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $211K | Hold |
3,900
| – | – | 0.06% | 125 |
|
|
2020
Q2 | $202K | Hold |
3,900
| – | – | 0.06% | 117 |
|
|
2020
Q1 | $211K | Sell |
3,900
-400
| -9% | -$21.6K | 0.08% | 102 |
|
|
2019
Q4 | $274K | Hold |
4,300
| – | – | 0.08% | 100 |
|
|
2019
Q3 | $266K | Hold |
4,300
| – | – | 0.09% | 102 |
|
|
2019
Q2 | $238K | Hold |
4,300
| – | – | 0.08% | 115 |
|
|
2019
Q1 | $222K | Buy |
+4,300
| New | +$222K | 0.08% | 120 |
|
|
2018
Q2 | – | Sell |
-4,534
| Closed | -$202K | – | 133 |
|
|
2018
Q1 | $202K | Hold |
4,534
| – | – | 0.07% | 124 |
|
|
2017
Q4 | $218K | Sell |
4,534
-200
| -4% | -$9.62K | 0.08% | 116 |
|
|
2017
Q3 | $233K | Hold |
4,734
| – | – | 0.08% | 129 |
|
|
2017
Q2 | $227K | Hold |
4,734
| – | – | 0.08% | 131 |
|
|
2017
Q1 | $236K | Hold |
4,734
| – | – | 0.09% | 131 |
|
|
2016
Q4 | $233K | Hold |
4,734
| – | – | 0.09% | 131 |
|
|
2016
Q3 | $243K | Sell |
4,734
-196
| -4% | -$10.1K | 0.1% | 119 |
|
|
2016
Q2 | $264K | Hold |
4,930
| – | – | 0.12% | 114 |
|
|
2016
Q1 | $255K | Hold |
4,930
| – | – | 0.12% | 109 |
|
|
2015
Q4 | $231K | Buy |
+4,930
| New | +$231K | 0.11% | 106 |
|