SAI
Systematic Alpha Investments’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Hold |
30,000
| – | – | 0.1% | 72 |
|
|
2025
Q1 | $2.76M | Hold |
30,000
| – | – | 0.11% | 69 |
|
|
2024
Q4 | $2.47M | Hold |
30,000
| – | – | 0.09% | 74 |
|
|
2024
Q3 | $2.71M | Hold |
30,000
| – | – | 0.1% | 68 |
|
|
2024
Q2 | $2.33M | Hold |
30,000
| – | – | 0.09% | 74 |
|
|
2024
Q1 | $2.15M | Hold |
30,000
| – | – | 0.09% | 76 |
|
|
2023
Q4 | $2.1M | Hold |
30,000
| – | – | 0.09% | 77 |
|
|
2023
Q3 | $1.94M | Hold |
30,000
| – | – | 0.1% | 75 |
|
|
2023
Q2 | $2.11M | Hold |
30,000
| – | – | 0.1% | 73 |
|
|
2023
Q1 | $2.09M | Hold |
30,000
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $2.14M | Hold |
30,000
| – | – | 0.11% | 74 |
|
|
2022
Q3 | $2.04M | Hold |
30,000
| – | – | 0.12% | 69 |
|
|
2022
Q2 | $2.14M | Hold |
30,000
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $2.18M | Hold |
30,000
| – | – | 0.11% | 76 |
|
|
2021
Q4 | $2.06M | Hold |
30,000
| – | – | 0.1% | 78 |
|
|
2021
Q3 | $1.87M | Hold |
30,000
| – | – | 0.08% | 85 |
|
|
2021
Q2 | $1.96M | Hold |
30,000
| – | – | 0.09% | 83 |
|
|
2021
Q1 | $1.87M | Hold |
30,000
| – | – | 0.12% | 79 |
|
|
2020
Q4 | $1.84M | Buy |
+30,000
| New | +$1.84M | 0.2% | 72 |
|