Your Advocates Ltd’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86K | Sell |
20
-20
| -50% | -$1.86K | ﹤0.01% | 159 |
|
2025
Q1 | $3.7K | Sell |
40
-285
| -88% | -$26.4K | ﹤0.01% | 147 |
|
2024
Q4 | $26.8K | Sell |
325
-175
| -35% | -$14.4K | 0.01% | 74 |
|
2024
Q3 | $45.1K | Sell |
500
-100
| -17% | -$9.02K | 0.02% | 58 |
|
2024
Q2 | $46.6K | Sell |
600
-50
| -8% | -$3.88K | 0.02% | 62 |
|
2024
Q1 | $46.7K | Hold |
650
| – | – | 0.02% | 60 |
|
2023
Q4 | $45.6K | Hold |
650
| – | – | 0.02% | 53 |
|
2023
Q3 | $42.1K | Buy |
+650
| New | +$42.1K | 0.03% | 57 |
|