PA
Parkside Advisors’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Hold |
2,228
| – | – | 0.04% | 88 |
|
2025
Q1 | $205K | Buy |
+2,228
| New | +$205K | 0.05% | 79 |
|
2024
Q4 | – | Sell |
-2,228
| Closed | -$201K | – | 83 |
|
2024
Q3 | $201K | Buy |
+2,228
| New | +$201K | 0.05% | 82 |
|
2023
Q1 | – | Sell |
-2,864
| Closed | -$204K | – | 84 |
|
2022
Q4 | $204K | Buy |
+2,864
| New | +$204K | 0.07% | 81 |
|