AP
Advisors Preferred’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.62M | Buy |
50,017
+40,867
| +447% | +$3.77M | 0.76% | 31 |
|
2025
Q1 | $840K | Buy |
+9,150
| New | +$840K | 0.11% | 114 |
|
2024
Q4 | – | Sell |
-96,501
| Closed | -$8.77M | – | 276 |
|
2024
Q3 | $8.77M | Buy |
+96,501
| New | +$8.77M | 1.34% | 22 |
|
2022
Q2 | – | Sell |
-34,440
| Closed | -$2.55M | – | 184 |
|
2022
Q1 | $2.55M | Buy |
+34,440
| New | +$2.55M | 0.21% | 41 |
|