AG
Advocate Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21M | Sell |
89,373
-1,648
| -2% | -$151K | 1.47% | 25 |
|
|
2025
Q1 | $8.37M | Sell |
91,021
-1,986
| -2% | -$183K | 1.53% | 26 |
|
|
2024
Q4 | $7.66M | Sell |
93,007
-1,391
| -1% | -$115K | 1.44% | 30 |
|
|
2024
Q3 | $8.51M | Buy |
94,398
+264
| +0.3% | +$23.8K | 1.54% | 25 |
|
|
2024
Q2 | $7.3M | Sell |
94,134
-562
| -0.6% | -$43.6K | 1.47% | 26 |
|
|
2024
Q1 | $6.79M | Sell |
94,696
-540
| -0.6% | -$38.7K | 1.35% | 31 |
|
|
2023
Q4 | $6.68M | Sell |
95,236
-5,669
| -6% | -$398K | 1.43% | 25 |
|
|
2023
Q3 | $6.53M | Sell |
100,905
-3,168
| -3% | -$205K | 1.51% | 18 |
|
|
2023
Q2 | $7.31M | Sell |
104,073
-4,071
| -4% | -$286K | 1.61% | 19 |
|
|
2023
Q1 | $7.52M | Sell |
108,144
-14,735
| -12% | -$1.03M | 1.64% | 19 |
|
|
2022
Q4 | $8.77M | Sell |
122,879
-8,637
| -7% | -$617K | 1.89% | 15 |
|
|
2022
Q3 | $8.94M | Sell |
131,516
-5,716
| -4% | -$389K | 2.21% | 7 |
|
|
2022
Q2 | $9.79M | Buy |
+137,232
| New | +$9.79M | 2.28% | 9 |
|