LA
Legacy Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,240
| Closed | -$390K | – | 346 |
|
|
2025
Q1 | $390K | Sell |
4,240
-4,643
| -52% | -$427K | 0.04% | 295 |
|
|
2024
Q4 | $731K | Buy |
8,883
+766
| +9% | +$63.1K | 0.07% | 206 |
|
|
2024
Q3 | $732K | Buy |
8,117
+1,927
| +31% | +$174K | 0.08% | 196 |
|
|
2024
Q2 | $480K | Buy |
+6,190
| New | +$480K | 0.06% | 213 |
|
|
2017
Q4 | – | Sell |
-60
| Closed | -$2K | – | 418 |
|
|
2017
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 326 |
|