SDAM
Shulman DeMeo Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
8,552
-357
| -4% | -$32.8K | 0.19% | 38 |
|
|
2025
Q1 | $819K | Buy |
8,909
+95
| +1% | +$8.74K | 0.23% | 36 |
|
|
2024
Q4 | $726K | Sell |
8,814
-12
| -0.1% | -$988 | 0.2% | 40 |
|
|
2024
Q3 | $796K | Buy |
8,826
+39
| +0.4% | +$3.52K | 0.2% | 42 |
|
|
2024
Q2 | $682K | Buy |
8,787
+165
| +2% | +$12.8K | 0.18% | 46 |
|
|
2024
Q1 | $619K | Sell |
8,622
-138
| -2% | -$9.9K | 0.16% | 52 |
|
|
2023
Q4 | $614K | Buy |
8,760
+2,503
| +40% | +$176K | 0.17% | 50 |
|
|
2023
Q3 | $405K | Sell |
6,257
-133
| -2% | -$8.61K | 0.14% | 70 |
|
|
2023
Q2 | $449K | Buy |
6,390
+88
| +1% | +$6.18K | 0.13% | 65 |
|
|
2023
Q1 | $439K | Sell |
6,302
-39
| -0.6% | -$2.71K | 0.14% | 71 |
|
|
2022
Q4 | $453K | Sell |
6,341
-8
| -0.1% | -$571 | 0.15% | 68 |
|
|
2022
Q3 | $432K | Sell |
6,349
-27
| -0.4% | -$1.84K | 0.15% | 61 |
|
|
2022
Q2 | $455K | Buy |
6,376
+73
| +1% | +$5.21K | 0.15% | 67 |
|
|
2022
Q1 | $457K | Buy |
6,303
+562
| +10% | +$40.7K | 0.13% | 79 |
|
|
2021
Q4 | $394K | Buy |
5,741
+670
| +13% | +$46K | 0.1% | 97 |
|
|
2021
Q3 | $314K | Buy |
+5,071
| New | +$314K | 0.27% | 61 |
|
|
2021
Q2 | – | Sell |
-5,035
| Closed | -$313K | – | 131 |
|
|
2021
Q1 | $313K | Buy |
5,035
+926
| +23% | +$57.6K | 0.09% | 105 |
|
|
2020
Q4 | $252K | Buy |
+4,109
| New | +$252K | 0.07% | 118 |
|