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Milestone Investment Advisors’s Southern Company SO Stock Holding History

Milestone Investment Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$12.9K – 396
2023
Q3 		$12.9K Buy
+200
New +$12.9K ﹤0.01% 282
2023
Q2 		– Sell
-200
Closed -$13.9K – 392
2023
Q1 		$13.9K Buy
+200
New +$13.9K ﹤0.01% 283