PWAM
Pinnacle West Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
5,395
-10
| -0.2% | -$918 | 0.34% | 76 |
|
|
2025
Q1 | $497K | Hold |
5,405
| – | – | 0.36% | 74 |
|
|
2024
Q4 | $445K | Hold |
5,405
| – | – | 0.32% | 77 |
|
|
2024
Q3 | $487K | Hold |
5,405
| – | – | 0.35% | 76 |
|
|
2024
Q2 | $419K | Buy |
5,405
+50
| +0.9% | +$3.88K | 0.33% | 78 |
|
|
2024
Q1 | $384K | Buy |
5,355
+20
| +0.4% | +$1.43K | 0.3% | 79 |
|
|
2023
Q4 | $374K | Buy |
5,335
+190
| +4% | +$13.3K | 0.32% | 80 |
|
|
2023
Q3 | $333K | Buy |
5,145
+170
| +3% | +$11K | 0.33% | 78 |
|
|
2023
Q2 | $349K | Sell |
4,975
-50
| -1% | -$3.51K | 0.34% | 81 |
|
|
2023
Q1 | $350K | Buy |
+5,025
| New | +$350K | 0.37% | 81 |
|