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M.E. Allison & Co’s Southern Company SO Stock Holding History

M.E. Allison & Co’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$696K Buy
7,574
+1,818
+32% +$167K 0.56% 48
2025
Q1 		$529K Buy
5,756
+2,800
+95% +$257K 0.52% 56
2024
Q4 		$243K Buy
+2,956
New +$243K 0.27% 116