Secure 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $435K | Sell |
4,505
-5,140
| -53% | -$475K | 0.07% | 198 |
|
|
2025
Q4 | $841K | Buy |
9,645
+130
| +1% | +$11.9K | 0.13% | 142 |
|
|
2025
Q3 | $902K | Sell |
9,515
-48
| -0.5% | -$4.48K | 0.15% | 134 |
|
|
2025
Q2 | $878K | Sell |
9,563
-203
| -2% | -$18.2K | 0.16% | 137 |
|
|
2025
Q1 | $898K | Sell |
9,766
-114
| -1% | -$9.87K | 0.18% | 127 |
|
|
2024
Q4 | $813K | Buy |
9,880
+484
| +5% | +$42.5K | 0.12% | 148 |
|
|
2024
Q3 | $847K | Sell |
9,396
-1,137
| -11% | -$97.1K | 0.14% | 145 |
|
|
2024
Q2 | $817K | Buy |
10,533
+6,215
| +144% | +$471K | 0.15% | 132 |
|
|
2024
Q1 | $310K | Sell |
4,318
-29
| -0.7% | -$2K | 0.07% | 177 |
|
|
2023
Q4 | $305K | Buy |
4,347
+27
| +0.6% | +$1.85K | 0.08% | 171 |
|
|
2023
Q3 | $280K | Buy |
4,320
+1,297
| +43% | +$90K | 0.08% | 172 |
|
|
2023
Q2 | $212K | Buy |
3,023
+48
| +2% | +$3.44K | 0.06% | 179 |
|
|
2023
Q1 | $207K | Sell |
2,975
-20
| -0.7% | -$1.35K | 0.07% | 179 |
|
|
2022
Q4 | $214K | Sell |
2,995
-106
| -3% | -$7.09K | 0.08% | 187 |
|
|
2022
Q3 | $211K | Sell |
3,101
-155
| -5% | -$11.7K | 0.12% | 141 |
|
|
2022
Q2 | $232K | Buy |
3,256
+11
| +0.3% | +$808 | 0.13% | 137 |
|
|
2022
Q1 | $235K | Sell |
3,245
-58
| -2% | -$3.93K | 0.11% | 172 |
|
|
2021
Q4 | $226K | Buy |
3,303
+13
| +0.4% | +$829 | 0.09% | 182 |
|
|
2021
Q3 | $204K | Sell |
3,290
-107
| -3% | -$6.89K | 0.1% | 170 |
|
|
2021
Q2 | $206K | Buy |
+3,397
| New | +$217K | 0.1% | 174 |
|
|
2021
Q1 | – | Sell |
-3,499
| Closed | -$215K | – | 189 |
|
|
2020
Q4 | $215K | Sell |
3,499
-2,321
| -40% | -$140K | 0.13% | 144 |
|
|
2020
Q3 | $316K | Sell |
5,820
-2,664
| -31% | -$142K | 0.22% | 104 |
|
|
2020
Q2 | $440K | Buy |
8,484
+4,511
| +114% | +$251K | 0.31% | 88 |
|
|
2020
Q1 | $215K | Hold |
3,973
| – | – | 0.23% | 100 |
|
|
2019
Q4 | $253K | Buy |
+3,973
| New | +$246K | 0.18% | 134 |
|
Other funds holding SO
VCM
VPM
