DA
Duality Advisers’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-31,907
| Closed | -$2.28M | – | 719 |
|
2022
Q2 | $2.28M | Buy |
31,907
+24,522
| +332% | +$1.75M | 0.22% | 173 |
|
2022
Q1 | $535K | Buy |
+7,385
| New | +$535K | 0.06% | 460 |
|
2021
Q4 | – | Sell |
-79,731
| Closed | -$4.94M | – | 673 |
|
2021
Q3 | $4.94M | Sell |
79,731
-53,147
| -40% | -$3.29M | 0.38% | 81 |
|
2021
Q2 | $8.04M | Buy |
+132,878
| New | +$8.04M | 0.71% | 15 |
|