Pinnacle West Asset Management’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
Q2
$495K Sell
2025
Q1
$497K Hold
2024
Q4
$445K Hold
2024
Q3
$487K Hold
2024
Q2
$419K Buy
2024
Q1
$384K Buy
2023
Q4
$374K Buy
2023
Q3
$333K Buy
2023
Q2
$349K Sell
2023
Q1
$350K Buy