Advisory Research’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,011
| Closed | -$260K | – | 466 |
|
|
2023
Q3 | $260K | Buy |
4,011
+4
| +0.1% | +$259 | 0.04% | 396 |
|
|
2023
Q2 | $281K | Buy |
+4,007
| New | +$281K | 0.04% | 382 |
|
|
2015
Q4 | – | Sell |
-7,903
| Closed | -$353K | – | 293 |
|
|
2015
Q3 | $353K | Sell |
7,903
-200
| -2% | -$8.93K | 0.01% | 276 |
|
|
2015
Q2 | $340K | Buy |
8,103
+104
| +1% | +$4.36K | ﹤0.01% | 301 |
|
|
2015
Q1 | $354K | Buy |
7,999
+205
| +3% | +$9.07K | ﹤0.01% | 306 |
|
|
2014
Q4 | $383K | Sell |
7,794
-10
| -0.1% | -$491 | ﹤0.01% | 307 |
|
|
2014
Q3 | $341K | Sell |
7,804
-13,314
| -63% | -$582K | ﹤0.01% | 304 |
|
|
2014
Q2 | $958K | Sell |
21,118
-5,369
| -20% | -$244K | 0.01% | 257 |
|
|
2014
Q1 | $1.16M | Buy |
26,487
+1,678
| +7% | +$73.7K | 0.01% | 224 |
|
|
2013
Q4 | $1.02M | Sell |
24,809
-7,074
| -22% | -$291K | 0.01% | 245 |
|
|
2013
Q3 | $1.31M | Sell |
31,883
-666
| -2% | -$27.4K | 0.01% | 225 |
|
|
2013
Q2 | $1.44M | Buy |
+32,549
| New | +$1.44M | 0.02% | 218 |
|