Acorn Financial Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,967
| Closed | -$421K | – | 250 |
|
|
2023
Q4 | $421K | Sell |
5,967
-652
| -10% | -$46K | 0.07% | 160 |
|
|
2023
Q3 | $425K | Hold |
6,619
| – | – | 0.08% | 150 |
|
|
2023
Q2 | $465K | Buy |
6,619
+106
| +2% | +$7.45K | 0.08% | 143 |
|
|
2023
Q1 | $453K | Buy |
6,513
+619
| +11% | +$43.1K | 0.09% | 134 |
|
|
2022
Q4 | $421K | Hold |
5,894
| – | – | 0.09% | 128 |
|
|
2022
Q3 | $401K | Sell |
5,894
-30
| -0.5% | -$2.04K | 0.1% | 140 |
|
|
2022
Q2 | $421K | Sell |
5,924
-102
| -2% | -$7.25K | 0.1% | 135 |
|
|
2022
Q1 | $437K | Sell |
6,026
-722
| -11% | -$52.4K | 0.09% | 145 |
|
|
2021
Q4 | $462K | Buy |
6,748
+231
| +4% | +$15.8K | 0.09% | 144 |
|
|
2021
Q3 | $404K | Hold |
6,517
| – | – | 0.13% | 150 |
|
|
2021
Q2 | $394K | Buy |
6,517
+2,500
| +62% | +$151K | 0.12% | 164 |
|
|
2021
Q1 | $252K | Sell |
4,017
-246
| -6% | -$15.4K | 0.09% | 178 |
|
|
2020
Q4 | $263K | Buy |
4,263
+550
| +15% | +$33.9K | 0.1% | 186 |
|
|
2020
Q3 | $201K | Buy |
+3,713
| New | +$201K | 0.11% | 196 |
|
|
2020
Q1 | – | Sell |
-3,459
| Closed | -$220K | – | 175 |
|
|
2019
Q4 | $220K | Buy |
+3,459
| New | +$220K | 0.18% | 152 |
|