CFAM
Center For Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,252
| Closed | -$783K | – | 127 |
|
|
2023
Q1 | $783K | Buy |
11,252
+165
| +1% | +$11.5K | 0.77% | 34 |
|
|
2022
Q4 | $792K | Buy |
11,087
+196
| +2% | +$14K | 0.74% | 35 |
|
|
2022
Q3 | $741K | Buy |
10,891
+1,521
| +16% | +$103K | 0.74% | 31 |
|
|
2022
Q2 | $668K | Buy |
9,370
+6,535
| +231% | +$466K | 0.62% | 40 |
|
|
2022
Q1 | $206K | Buy |
+2,835
| New | +$206K | 0.16% | 123 |
|