LAM
LifePro Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,695
| Closed | -$387K | – | 116 |
|
|
2022
Q3 | $387K | Buy |
5,695
+17
| +0.3% | +$1.16K | 0.22% | 54 |
|
|
2022
Q2 | $405K | Hold |
5,678
| – | – | 0.21% | 78 |
|
|
2022
Q1 | $412K | Hold |
5,678
| – | – | 0.15% | 83 |
|
|
2021
Q4 | $389K | Hold |
5,678
| – | – | 0.12% | 81 |
|
|
2021
Q3 | $352K | Buy |
5,678
+500
| +10% | +$31K | 0.11% | 70 |
|
|
2021
Q2 | $313K | Hold |
5,178
| – | – | 0.09% | 68 |
|
|
2021
Q1 | $322K | Sell |
5,178
-500
| -9% | -$31.1K | 0.1% | 62 |
|
|
2020
Q4 | $349K | Buy |
+5,678
| New | +$349K | 0.11% | 68 |
|