Princeton Global Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
2,997
+412
| +16% | +$37.8K | 0.05% | 169 |
|
|
2025
Q1 | $238K | Sell |
2,585
-575
| -18% | -$52.9K | 0.05% | 173 |
|
|
2024
Q4 | $260K | Sell |
3,160
-627
| -17% | -$51.6K | 0.05% | 170 |
|
|
2024
Q3 | $342K | Buy |
3,787
+666
| +21% | +$60.1K | 0.07% | 152 |
|
|
2024
Q2 | $242K | Buy |
3,121
+325
| +12% | +$25.2K | 0.05% | 152 |
|
|
2024
Q1 | $201K | Sell |
2,796
-27
| -1% | -$1.94K | 0.05% | 159 |
|
|
2023
Q4 | $198K | Buy |
2,823
+1,160
| +70% | +$81.3K | 0.05% | 163 |
|
|
2023
Q3 | $108K | Hold |
1,663
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $117K | Hold |
1,663
| – | – | 0.03% | 191 |
|
|
2023
Q1 | $116K | Buy |
1,663
+116
| +7% | +$8.07K | 0.03% | 193 |
|
|
2022
Q4 | $110K | Hold |
1,547
| – | – | 0.04% | 181 |
|
|
2022
Q3 | $105K | Buy |
1,547
+200
| +15% | +$13.6K | 0.04% | 183 |
|
|
2022
Q2 | $96K | Buy |
1,347
+185
| +16% | +$13.2K | 0.03% | 203 |
|
|
2022
Q1 | $84K | Hold |
1,162
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $80K | Hold |
1,162
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $72K | Hold |
1,162
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $70K | Hold |
1,162
| – | – | 0.02% | 234 |
|
|
2021
Q1 | $72K | Hold |
1,162
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $71K | Buy |
1,162
+200
| +21% | +$12.2K | 0.02% | 218 |
|
|
2020
Q3 | $52K | Buy |
962
+208
| +28% | +$11.2K | 0.02% | 214 |
|
|
2020
Q2 | $39K | Hold |
754
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $41K | Hold |
754
| – | – | 0.02% | 243 |
|
|
2019
Q4 | $48 | Buy |
754
+567
| +303% | +$36 | 0.02% | 242 |
|
|
2019
Q3 | $12K | Hold |
187
| – | – | 0.01% | 295 |
|
|
2019
Q2 | $10K | Hold |
187
| – | – | 0.01% | 331 |
|
|
2019
Q1 | $9K | Buy |
+187
| New | +$9K | 0.01% | 302 |
|