KAS
KPP Advisory Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
11,392
+117
| +1% | +$10.7K | 0.17% | 124 |
|
|
2025
Q1 | $1.04M | Buy |
11,275
+2,144
| +23% | +$197K | 0.2% | 111 |
|
|
2024
Q4 | $752K | Buy |
9,131
+483
| +6% | +$39.8K | 0.18% | 111 |
|
|
2024
Q3 | $780K | Sell |
8,648
-185
| -2% | -$16.7K | 0.19% | 108 |
|
|
2024
Q2 | $685K | Sell |
8,833
-70
| -0.8% | -$5.43K | 0.18% | 107 |
|
|
2024
Q1 | $639K | Sell |
8,903
-305
| -3% | -$21.9K | 0.18% | 108 |
|
|
2023
Q4 | $646K | Sell |
9,208
-407
| -4% | -$28.5K | 0.57% | 45 |
|
|
2023
Q3 | $622K | Buy |
+9,615
| New | +$622K | 0.21% | 93 |
|