AWMT
AAFMAA Wealth Management & Trust’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,221
| Closed | -$596K | – | 70 |
|
|
2022
Q1 | $596K | Hold |
8,221
| – | – | 0.27% | 53 |
|
|
2021
Q4 | $564K | Hold |
8,221
| – | – | 0.25% | 57 |
|
|
2021
Q3 | $509K | Hold |
8,221
| – | – | 0.24% | 58 |
|
|
2021
Q2 | $497K | Buy |
8,221
+4,656
| +131% | +$281K | 0.23% | 56 |
|
|
2021
Q1 | $221K | Hold |
3,565
| – | – | 0.11% | 64 |
|
|
2020
Q4 | $219K | Buy |
+3,565
| New | +$219K | 0.11% | 60 |
|