Aspect Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
255
+140
| +122% | +$12.9K | 0.01% | 198 |
|
|
2025
Q1 | $10.6K | Hold |
115
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $9.47K | Buy |
115
+1
| +0.9% | +$82 | 0.01% | 293 |
|
|
2024
Q3 | $10.3K | Hold |
114
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $8.84K | Hold |
114
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $8.18K | Hold |
114
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $7.99K | Buy |
+114
| New | +$7.99K | 0.01% | 280 |
|