MA
MONECO Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
9,409
-39
| -0.4% | -$3.58K | 0.08% | 207 |
|
|
2025
Q1 | $869K | Buy |
9,448
+539
| +6% | +$49.6K | 0.09% | 194 |
|
|
2024
Q4 | $733K | Buy |
8,909
+309
| +4% | +$25.4K | 0.08% | 215 |
|
|
2024
Q3 | $776K | Buy |
8,600
+126
| +1% | +$11.4K | 0.1% | 188 |
|
|
2024
Q2 | $657K | Buy |
8,474
+32
| +0.4% | +$2.48K | 0.1% | 198 |
|
|
2024
Q1 | $606K | Buy |
8,442
+58
| +0.7% | +$4.16K | 0.1% | 217 |
|
|
2023
Q4 | $588K | Buy |
+8,384
| New | +$588K | 0.11% | 199 |
|