AAMC
Asset Allocation & Management Company’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,700
| Closed | -$284K | – | 45 |
|
|
2021
Q2 | $284K | Buy |
+4,700
| New | +$284K | 0.13% | 40 |
|
|
2020
Q2 | – | Sell |
-5,217
| Closed | -$282K | – | 50 |
|
|
2020
Q1 | $282K | Sell |
5,217
-657
| -11% | -$35.5K | 0.14% | 43 |
|
|
2019
Q4 | $374K | Buy |
+5,874
| New | +$374K | 0.14% | 42 |
|