Smartleaf Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
23,640
-2,074
| -8% | -$189K | 0.19% | 106 |
|
|
2025
Q1 | $2.34M | Buy |
25,714
+3,163
| +14% | +$288K | 0.23% | 95 |
|
|
2024
Q4 | $1.86M | Buy |
22,551
+5,210
| +30% | +$429K | 0.19% | 121 |
|
|
2024
Q3 | $1.56M | Buy |
17,341
+3,296
| +23% | +$297K | 0.19% | 123 |
|
|
2024
Q2 | $1.1M | Buy |
14,045
+1,699
| +14% | +$133K | 0.18% | 132 |
|
|
2024
Q1 | $877K | Buy |
12,346
+3,223
| +35% | +$229K | 0.17% | 146 |
|
|
2023
Q4 | $612K | Buy |
+9,123
| New | +$612K | 0.16% | 134 |
|