AFM
Armstrong Fleming & Moore’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Buy |
+3,879
| New | +$356K | 0.19% | 70 |
|
2025
Q1 | – | Sell |
-4,270
| Closed | -$352K | – | 143 |
|
2024
Q4 | $352K | Buy |
4,270
+391
| +10% | +$32.2K | 0.21% | 69 |
|
2024
Q3 | $350K | Hold |
3,879
| – | – | 0.2% | 71 |
|
2024
Q2 | $301K | Hold |
3,879
| – | – | 0.19% | 73 |
|
2024
Q1 | $278K | Hold |
3,879
| – | – | 0.19% | 78 |
|
2023
Q4 | $272K | Hold |
3,879
| – | – | 0.21% | 78 |
|
2023
Q3 | $251K | Hold |
3,879
| – | – | 0.24% | 73 |
|
2023
Q2 | $273K | Buy |
+3,879
| New | +$273K | 0.25% | 74 |
|