AT
Arvest Trust’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,258
| Closed | -$597K | – | 166 |
|
|
2023
Q2 | $597K | Buy |
+8,258
| New | +$597K | 0.04% | 112 |
|
|
2014
Q2 | $219K | Sell |
4,818
-347
| -7% | -$15.8K | 0.02% | 110 |
|
|
2014
Q1 | $237K | Hold |
5,165
| – | – | 0.02% | 101 |
|
|
2013
Q4 | $212K | Buy |
5,165
+200
| +4% | +$8.21K | 0.02% | 102 |
|
|
2013
Q3 | $204K | Sell |
4,965
-172
| -3% | -$7.07K | 0.02% | 99 |
|
|
2013
Q2 | $227K | Buy |
+5,137
| New | +$227K | 0.03% | 88 |
|