6 Meridian’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.23M | Sell |
90,782
-1,285
| -1% | -$88.1K | 0.46% | 38 |
|
|
2021
Q3 | $5.71M | Buy |
92,067
+50,203
| +120% | +$3.11M | 0.45% | 37 |
|
|
2021
Q2 | $2.53M | Sell |
41,864
-1,197
| -3% | -$72.4K | 0.2% | 83 |
|
|
2021
Q1 | $2.68M | Buy |
43,061
+3,999
| +10% | +$249K | 0.23% | 72 |
|
|
2020
Q4 | $2.4M | Buy |
+39,062
| New | +$2.4M | 0.23% | 73 |
|
|
2020
Q3 | – | Sell |
-128,678
| Closed | -$6.67M | – | 374 |
|
|
2020
Q2 | $6.67M | Sell |
128,678
-246,372
| -66% | -$12.8M | 0.71% | 18 |
|
|
2020
Q1 | $20.3M | Buy |
375,050
+51,563
| +16% | +$2.79M | 2.13% | 4 |
|
|
2019
Q4 | $20.6M | Buy |
323,487
+5,103
| +2% | +$325K | 1.8% | 7 |
|
|
2019
Q3 | $19.7M | Buy |
318,384
+308,106
| +2,998% | +$19M | 1.93% | 6 |
|
|
2019
Q2 | $568K | Buy |
10,278
+181
| +2% | +$10K | 0.06% | 217 |
|
|
2019
Q1 | $522K | Sell |
10,097
-587
| -5% | -$30.3K | 0.05% | 247 |
|
|
2018
Q4 | $469K | Sell |
10,684
-115
| -1% | -$5.05K | 0.05% | 271 |
|
|
2018
Q3 | $471K | Buy |
+10,799
| New | +$471K | 0.05% | 347 |
|