Advantage Trust Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5K | Buy |
321
+300
| +1,429% | +$27.5K | 0.01% | 150 |
|
|
2025
Q1 | $1.93K | Sell |
21
-279
| -93% | -$25.7K | ﹤0.01% | 150 |
|
|
2024
Q4 | $24.7K | Hold |
300
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $27.1K | Hold |
300
| – | – | 0.02% | 118 |
|
|
2024
Q2 | $23.3K | Hold |
300
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $21.5K | Hold |
300
| – | – | 0.02% | 137 |
|
|
2023
Q4 | $21K | Buy |
+300
| New | +$21K | 0.02% | 142 |
|