APC
Asset Planning Corporation’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
5,390
-1,845
| -26% | -$169K | 0.26% | 28 |
|
|
2025
Q1 | $665K | Hold |
7,235
| – | – | 0.39% | 29 |
|
|
2024
Q4 | $596K | Sell |
7,235
-165
| -2% | -$13.6K | 0.37% | 29 |
|
|
2024
Q3 | $667K | Hold |
7,400
| – | – | 0.44% | 28 |
|
|
2024
Q2 | $574K | Buy |
+7,400
| New | +$574K | 0.43% | 28 |
|