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Advance Capital Management’s Southern Company SO Stock Holding History

Advance Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
2,257
-232
-9% -$21.3K 0.01% 161
2025
Q1 		$229K Sell
2,489
-16
-0.6% -$1.47K 0.01% 142
2024
Q4 		$206K Buy
2,505
+172
+7% +$14.2K 0.01% 149
2024
Q3 		$210K Buy
+2,333
New +$210K 0.01% 143