CIA
Concurrent Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
81,840
+6,487
| +9% | +$596K | 0.15% | 146 |
|
|
2025
Q1 | $6.93M | Buy |
75,353
+9,619
| +15% | +$884K | 0.17% | 126 |
|
|
2024
Q4 | $5.41M | Sell |
65,734
-14,349
| -18% | -$1.18M | 0.15% | 146 |
|
|
2024
Q3 | $7.22M | Buy |
80,083
+2,930
| +4% | +$264K | 0.21% | 107 |
|
|
2024
Q2 | $5.98M | Buy |
77,153
+27,143
| +54% | +$2.11M | 0.2% | 116 |
|
|
2024
Q1 | $3.59M | Sell |
50,010
-2,218
| -4% | -$159K | 0.14% | 156 |
|
|
2023
Q4 | $3.66M | Buy |
+52,228
| New | +$3.66M | 0.17% | 140 |
|