LA
Latitude Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
3,623
-13
| -0.4% | -$1.19K | 0.17% | 135 |
|
|
2025
Q1 | $334K | Sell |
3,636
-54
| -1% | -$4.97K | 0.19% | 126 |
|
|
2024
Q4 | $304K | Sell |
3,690
-356
| -9% | -$29.3K | 0.17% | 129 |
|
|
2024
Q3 | $365K | Buy |
4,046
+139
| +4% | +$12.5K | 0.21% | 113 |
|
|
2024
Q2 | $303K | Buy |
3,907
+355
| +10% | +$27.5K | 0.19% | 116 |
|
|
2024
Q1 | $255K | Buy |
3,552
+648
| +22% | +$46.5K | 0.16% | 134 |
|
|
2023
Q4 | $204K | Buy |
+2,904
| New | +$204K | 0.14% | 163 |
|
|
2023
Q3 | – | Sell |
-3,042
| Closed | -$214K | – | 181 |
|
|
2023
Q2 | $214K | Buy |
+3,042
| New | +$214K | 0.15% | 152 |
|