FAM
Frontier Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,897
| Closed | -$280K | – | 66 |
|
|
2024
Q1 | $280K | Buy |
3,897
+39
| +1% | +$2.8K | 0.1% | 55 |
|
|
2023
Q4 | $271K | Buy |
3,858
+37
| +1% | +$2.6K | 0.1% | 54 |
|
|
2023
Q3 | $247K | Hold |
3,821
| – | – | 0.11% | 53 |
|
|
2023
Q2 | $268K | Buy |
3,821
+38
| +1% | +$2.67K | 0.12% | 49 |
|
|
2023
Q1 | $263K | Buy |
3,783
+39
| +1% | +$2.71K | 0.12% | 46 |
|
|
2022
Q4 | $267K | Buy |
+3,744
| New | +$267K | 0.12% | 50 |
|
|
2022
Q3 | – | Sell |
-7,505
| Closed | -$535K | – | 48 |
|
|
2022
Q2 | $535K | Buy |
+7,505
| New | +$535K | 0.45% | 34 |
|