VT
Vise Technologies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
+35,191
| New | +$3.23M | 0.13% | 168 |
|
|
2024
Q4 | $1.47M | Buy |
17,810
+10,357
| +139% | +$853K | 0.12% | 176 |
|
|
2024
Q3 | $672K | Buy |
7,453
+4,104
| +123% | +$370K | 0.09% | 226 |
|
|
2024
Q2 | $260K | Sell |
3,349
-47
| -1% | -$3.65K | 0.05% | 341 |
|
|
2024
Q1 | $244K | Sell |
3,396
-185
| -5% | -$13.3K | 0.05% | 324 |
|
|
2023
Q4 | $251K | Sell |
3,581
-376
| -10% | -$26.4K | 0.05% | 300 |
|
|
2023
Q3 | $256K | Sell |
3,957
-620
| -14% | -$40.1K | 0.06% | 276 |
|
|
2023
Q2 | $322K | Sell |
4,577
-683
| -13% | -$48K | 0.08% | 237 |
|
|
2023
Q1 | $366K | Buy |
5,260
+957
| +22% | +$66.6K | 0.1% | 210 |
|
|
2022
Q4 | $307K | Sell |
4,303
-714
| -14% | -$51K | 0.1% | 232 |
|
|
2022
Q3 | $341K | Buy |
5,017
+1,225
| +32% | +$83.3K | 0.13% | 193 |
|
|
2022
Q2 | $270K | Sell |
3,792
-328
| -8% | -$23.4K | 0.1% | 220 |
|
|
2022
Q1 | $299K | Buy |
+4,120
| New | +$299K | 0.11% | 166 |
|