Connectus Wealth’s Southern Company SO Stock Holding History

Connectus Wealth’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$404K	Sell
2023 Q4	$1.12M	Sell
2023 Q3	$1.04M	Buy
2023 Q2	$826K	Buy
2023 Q1	$773K	Buy
2022 Q4	$702K	Sell
2022 Q3	$683K	Sell
2022 Q2	$772K	Buy
2022 Q1	$213K	Sell
2021 Q4	$226K	Buy