BG
Benedetti & Gucer’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $251K | Sell |
3,502
-1,399
| -29% | -$100K | 0.12% | 121 |
|
|
2023
Q4 | $344K | Hold |
4,901
| – | – | 0.18% | 98 |
|
|
2023
Q3 | $317K | Sell |
4,901
-199
| -4% | -$12.9K | 0.17% | 101 |
|
|
2023
Q2 | $358K | Buy |
5,100
+2,201
| +76% | +$155K | 0.18% | 95 |
|
|
2023
Q1 | $202K | Buy |
+2,899
| New | +$202K | 0.12% | 137 |
|