SMA
Sage Mountain Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
11,475
+2,336
| +26% | +$215K | 0.07% | 134 |
|
|
2025
Q1 | $840K | Buy |
9,139
+5,455
| +148% | +$502K | 0.06% | 146 |
|
|
2024
Q4 | $303K | Sell |
3,684
-1,652
| -31% | -$136K | 0.02% | 292 |
|
|
2024
Q3 | $481K | Sell |
5,336
-1,823
| -25% | -$164K | 0.04% | 207 |
|
|
2024
Q2 | $555K | Buy |
7,159
+2,391
| +50% | +$185K | 0.05% | 164 |
|
|
2024
Q1 | $342K | Sell |
4,768
-340
| -7% | -$24.4K | 0.04% | 215 |
|
|
2023
Q4 | $358K | Buy |
5,108
+646
| +14% | +$45.3K | 0.04% | 174 |
|
|
2023
Q3 | $289K | Buy |
4,462
+62
| +1% | +$4.01K | 0.04% | 189 |
|
|
2023
Q2 | $309K | Buy |
4,400
+177
| +4% | +$12.4K | 0.04% | 174 |
|
|
2023
Q1 | $294K | Buy |
+4,223
| New | +$294K | 0.05% | 171 |
|