LSA
L & S Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44,341
| Closed | -$4.08M | – | 363 |
|
|
2025
Q1 | $4.08M | Buy |
44,341
+186
| +0.4% | +$17.1K | 0.5% | 56 |
|
|
2024
Q4 | $3.63M | Buy |
44,155
+18,160
| +70% | +$1.49M | 0.4% | 68 |
|
|
2024
Q3 | $2.34M | Sell |
25,995
-5,574
| -18% | -$503K | 0.25% | 109 |
|
|
2024
Q2 | $2.45M | Buy |
31,569
+1,847
| +6% | +$143K | 0.28% | 96 |
|
|
2024
Q1 | $2.13M | Buy |
+29,722
| New | +$2.13M | 0.24% | 121 |
|