Milestone Advisory Partners
- SEC CIK
- 0001819679
- Latest filing
- Nov 8, 2023
SO holding history
Southern Co in every 13F filed by Milestone Advisory Partners, 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 2023 holdings
- Shares (Q3 2023)
- 3,408
- Value
- $220.6K
- % of portfolio
- 0.2%
- Quarters held
- 9
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 3,408 | $220.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 3,408 | $239.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 3,408 | $237.1K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,408 | $243.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 3,408 | $232.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 3,408 | $249.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 3,408 | $247.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 3,408 | $234.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,408 | $211.0K | 0.1% | +3,408 | New | Holders |