STA
Smith Thornton Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
16,985
-907
| -5% | -$83.3K | 0.9% | 31 |
|
|
2025
Q1 | $1.65M | Buy |
17,892
+132
| +0.7% | +$12.1K | 1.02% | 30 |
|
|
2024
Q4 | $1.46M | Buy |
17,760
+1,041
| +6% | +$85.7K | 0.92% | 35 |
|
|
2024
Q3 | $1.51M | Buy |
16,719
+3,424
| +26% | +$309K | 0.99% | 31 |
|
|
2024
Q2 | $1.03M | Buy |
+13,295
| New | +$1.03M | 0.76% | 45 |
|