Avalon Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$71.7K | – | 336 |
|
|
2024
Q1 | $71.7K | Sell |
1,000
-100
| -9% | -$7.17K | 0.01% | 191 |
|
|
2023
Q4 | $77.1K | Hold |
1,100
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $71.2K | Hold |
1,100
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $77.3K | Sell |
1,100
-620
| -36% | -$43.6K | 0.01% | 174 |
|
|
2023
Q1 | $120K | Buy |
+1,720
| New | +$120K | 0.01% | 146 |
|