Dynamic Advisor Solutions’s The Southern Company SOLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,490
| Closed | -$227K | – | 781 |
|
|
2021
Q2 | $227K | Sell |
4,490
-633
| -12% | -$32K | 0.02% | 636 |
|
|
2021
Q1 | $261K | Sell |
5,123
-579
| -10% | -$29.5K | 0.02% | 531 |
|
|
2020
Q4 | $296K | Sell |
5,702
-1,180
| -17% | -$61.3K | 0.03% | 492 |
|
|
2020
Q3 | $320K | Buy |
+6,882
| New | +$320K | 0.04% | 415 |
|