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Lountzis Asset Management’s Southern Company SO Stock Holding History

Lountzis Asset Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$62K – 84
2021
Q3 		$62K Hold
1,000
– – 0.04% 53
2021
Q2 		$60K Hold
1,000
– – 0.04% 53
2021
Q1 		$62.2K Hold
1,000
– – 0.04% 51
2020
Q4 		$61K Buy
+1,000
New +$61K 0.04% 51