NAAA
New Age Alpha Advisors’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.15M | Sell |
12,573
-2,343
| -16% | -$215K | 0.05% | 401 |
|
2025
Q1 | $1.37M | Sell |
14,916
-17,053
| -53% | -$1.57M | 0.06% | 380 |
|
2024
Q4 | $2.63M | Buy |
31,969
+31,776
| +16,464% | +$2.62M | 0.11% | 269 |
|
2024
Q3 | $17.4K | Buy |
+193
| New | +$17.4K | 0.01% | 89 |
|