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Insight Folios Inc

SEC CIK
0001792942
Latest filing
Oct 24, 2024

SO holding history

Southern Co in every 13F filed by Insight Folios Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q3 2024 holdings

Shares (Q3 2024)
96,698
Value
$8.72M
% of portfolio
3.1%
Quarters held
15
Since Q1 2021
Holdings of SO by Insight Folios Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202496,698$8.72M3.1%+2,802+3.0%AddedHolders
Q2 202493,896$7.28M3.0%−245−0.3%ReducedHolders
Q1 202494,141$6.75M2.7%+1,886+2.0%AddedHolders
Q4 202392,255$6.47M2.8%+3,919+4.4%AddedHolders
Q3 202388,336$5.72M2.8%−10,166−10.3%ReducedHolders
Q2 202398,502$6.92M2.9%+3,453+3.6%AddedHolders
Q1 202395,049$6.61M2.9%+3,510+3.8%AddedHolders
Q4 202291,539$6.54M3.0%+1,272+1.4%AddedHolders
Q3 202290,267$6.14M3.1%+1,709+1.9%AddedHolders
Q2 202288,558$6.32M3.0%+4,776+5.7%AddedHolders
Q1 202283,782$6.08M2.7%+4,985+6.3%AddedHolders
Q4 202178,797$5.40M2.5%+2,184+2.9%AddedHolders
Q3 202176,613$4.75M2.6%+11,507+17.7%AddedHolders
Q2 202165,106$3.94M2.3%+3,456+5.6%AddedHolders
Q1 202161,650$3.83M2.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.