API
Advisor Partners II’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $3.12M | Sell |
48,157
-4,862
| -9% | -$315K | 0.13% | 171 |
|
2023
Q2 | $3.72M | Buy |
53,019
+9,056
| +21% | +$636K | 0.17% | 109 |
|
2023
Q1 | $3.06M | Buy |
43,963
+777
| +2% | +$54.1K | 0.17% | 120 |
|
2022
Q4 | $3.08M | Sell |
43,186
-30
| -0.1% | -$2.14K | 0.19% | 107 |
|
2022
Q3 | $2.94M | Buy |
+43,216
| New | +$2.94M | 0.22% | 91 |
|