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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