Secure Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Sell |
9,563
-203
| -2% | -$18.6K | 0.16% | 136 |
|
|
2025
Q1 | $898K | Sell |
9,766
-114
| -1% | -$10.5K | 0.18% | 125 |
|
|
2024
Q4 | $813K | Buy |
9,880
+484
| +5% | +$39.8K | 0.12% | 148 |
|
|
2024
Q3 | $847K | Sell |
9,396
-1,137
| -11% | -$103K | 0.14% | 145 |
|
|
2024
Q2 | $817K | Buy |
10,533
+6,215
| +144% | +$482K | 0.15% | 132 |
|
|
2024
Q1 | $310K | Sell |
4,318
-29
| -0.7% | -$2.08K | 0.07% | 177 |
|
|
2023
Q4 | $305K | Buy |
4,347
+27
| +0.6% | +$1.89K | 0.08% | 171 |
|
|
2023
Q3 | $280K | Buy |
4,320
+1,297
| +43% | +$83.9K | 0.08% | 172 |
|
|
2023
Q2 | $212K | Buy |
3,023
+48
| +2% | +$3.37K | 0.06% | 179 |
|
|
2023
Q1 | $207K | Sell |
2,975
-20
| -0.7% | -$1.39K | 0.07% | 179 |
|
|
2022
Q4 | $214K | Sell |
2,995
-106
| -3% | -$7.57K | 0.08% | 187 |
|
|
2022
Q3 | $211K | Sell |
3,101
-155
| -5% | -$10.5K | 0.12% | 141 |
|
|
2022
Q2 | $232K | Buy |
3,256
+11
| +0.3% | +$784 | 0.13% | 137 |
|
|
2022
Q1 | $235K | Sell |
3,245
-58
| -2% | -$4.2K | 0.11% | 172 |
|
|
2021
Q4 | $226K | Buy |
3,303
+13
| +0.4% | +$889 | 0.09% | 182 |
|
|
2021
Q3 | $204K | Sell |
3,290
-107
| -3% | -$6.64K | 0.1% | 170 |
|
|
2021
Q2 | $206K | Buy |
+3,397
| New | +$206K | 0.1% | 174 |
|
|
2021
Q1 | – | Sell |
-3,499
| Closed | -$215K | – | 189 |
|
|
2020
Q4 | $215K | Sell |
3,499
-2,321
| -40% | -$143K | 0.13% | 144 |
|
|
2020
Q3 | $316K | Sell |
5,820
-2,664
| -31% | -$145K | 0.22% | 104 |
|
|
2020
Q2 | $440K | Buy |
8,484
+4,511
| +114% | +$234K | 0.31% | 88 |
|
|
2020
Q1 | $215K | Hold |
3,973
| – | – | 0.23% | 100 |
|
|
2019
Q4 | $253K | Buy |
+3,973
| New | +$253K | 0.18% | 134 |
|