Milestone Advisory Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $221K | Hold |
3,408
| – | – | 0.18% | 65 |
|
|
2023
Q2 | $239K | Hold |
3,408
| – | – | 0.22% | 60 |
|
|
2023
Q1 | $237K | Hold |
3,408
| – | – | 0.22% | 60 |
|
|
2022
Q4 | $243K | Hold |
3,408
| – | – | 0.18% | 63 |
|
|
2022
Q3 | $232K | Hold |
3,408
| – | – | 0.17% | 65 |
|
|
2022
Q2 | $249K | Hold |
3,408
| – | – | 0.2% | 57 |
|
|
2022
Q1 | $247K | Hold |
3,408
| – | – | 0.13% | 73 |
|
|
2021
Q4 | $234K | Hold |
3,408
| – | – | 0.12% | 81 |
|
|
2021
Q3 | $211K | Buy |
+3,408
| New | +$211K | 0.12% | 81 |
|
|
2020
Q3 | – | Sell |
-4,588
| Closed | -$464K | – | 58 |
|
|
2020
Q2 | $464K | Buy |
+4,588
| New | +$464K | 0.27% | 34 |
|