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Sierra Summit Advisors’s Southern Company SO Stock Holding History

Sierra Summit Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,294
Closed -$308K – 160
2024
Q1 		$308K Buy
4,294
+35
+0.8% +$2.51K 0.08% 125
2023
Q4 		$299K Buy
+4,259
New +$299K 0.09% 136