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Innovis Asset Management’s Southern Company SO Stock Holding History

Innovis Asset Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$268K Buy
4,142
+65
+2% +$4.21K 0.1% 118
2023
Q2 		$286K Sell
4,077
-45
-1% -$3.16K 0.11% 121
2023
Q1 		$287K Buy
4,122
+210
+5% +$14.6K 0.12% 118
2022
Q4 		$279K Buy
+3,912
New +$279K 0.13% 108