SAM
Satovsky Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
3,475
+29
| +0.8% | +$2.66K | 0.07% | 40 |
|
|
2025
Q1 | $317K | Buy |
3,446
+27
| +0.8% | +$2.48K | 0.07% | 37 |
|
|
2024
Q4 | $281K | Buy |
3,419
+29
| +0.9% | +$2.39K | 0.06% | 35 |
|
|
2024
Q3 | $306K | Buy |
3,390
+27
| +0.8% | +$2.44K | 0.07% | 34 |
|
|
2024
Q2 | $261K | Buy |
3,363
+30
| +0.9% | +$2.33K | 0.06% | 35 |
|
|
2024
Q1 | $239K | Buy |
3,333
+34
| +1% | +$2.44K | 0.07% | 39 |
|
|
2023
Q4 | $231K | Buy |
3,299
+32
| +1% | +$2.24K | 0.07% | 42 |
|
|
2023
Q3 | $211K | Buy |
3,267
+34
| +1% | +$2.2K | 0.07% | 39 |
|
|
2023
Q2 | $227K | Buy |
3,233
+232
| +8% | +$16.3K | 0.08% | 39 |
|
|
2023
Q1 | $209K | Buy |
3,001
+32
| +1% | +$2.23K | 0.08% | 40 |
|
|
2022
Q4 | $212K | Buy |
2,969
+30
| +1% | +$2.14K | 0.09% | 37 |
|
|
2022
Q3 | $200K | Buy |
2,939
+25
| +0.9% | +$1.7K | 0.12% | 32 |
|
|
2022
Q2 | $208K | Buy |
2,914
+26
| +0.9% | +$1.86K | 0.12% | 34 |
|
|
2022
Q1 | $209K | Buy |
+2,888
| New | +$209K | 0.14% | 34 |
|