Tilia Fiduciary Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-224
| Closed | -$15.7K | – | 427 |
|
|
2023
Q2 | $15.7K | Buy |
224
+49
| +28% | +$3.44K | 0.01% | 326 |
|
|
2023
Q1 | $12.2K | Hold |
175
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $12.5K | Hold |
175
| – | – | 0.01% | 343 |
|
|
2022
Q3 | $11K | Hold |
175
| – | – | 0.01% | 369 |
|
|
2022
Q2 | $13K | Hold |
175
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $13K | Hold |
175
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $12K | Buy |
+175
| New | +$12K | 0.01% | 399 |
|