Ahrens Investment Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $558K | Buy |
8,023
+9
| +0.1% | +$626 | 0.28% | 67 |
|
|
2022
Q4 | $572K | Buy |
8,014
+902
| +13% | +$64.4K | 0.26% | 74 |
|
|
2022
Q3 | $484K | Buy |
7,112
+100
| +1% | +$6.81K | 0.25% | 71 |
|
|
2022
Q2 | $500K | Hold |
7,012
| – | – | 0.22% | 82 |
|
|
2022
Q1 | $508K | Hold |
7,012
| – | – | 0.16% | 103 |
|
|
2021
Q4 | $481K | Hold |
7,012
| – | – | 0.21% | 101 |
|
|
2021
Q3 | $435K | Buy |
7,012
+300
| +4% | +$18.6K | 0.21% | 112 |
|
|
2021
Q2 | $406K | Hold |
6,712
| – | – | 0.19% | 138 |
|
|
2021
Q1 | $417K | Sell |
6,712
-137
| -2% | -$8.51K | 0.21% | 119 |
|
|
2020
Q4 | $421K | Sell |
6,849
-280
| -4% | -$17.2K | 0.23% | 101 |
|
|
2020
Q3 | $387K | Sell |
7,129
-181
| -2% | -$9.83K | 0.26% | 90 |
|
|
2020
Q2 | $380K | Buy |
7,310
+87
| +1% | +$4.52K | 0.23% | 87 |
|
|
2020
Q1 | $391K | Sell |
7,223
-100
| -1% | -$5.41K | 0.28% | 71 |
|
|
2019
Q4 | $466K | Sell |
7,323
-644
| -8% | -$41K | 0.19% | 86 |
|
|
2019
Q3 | $492K | Buy |
7,967
+439
| +6% | +$27.1K | 0.22% | 81 |
|
|
2019
Q2 | $416K | Buy |
7,528
+303
| +4% | +$16.7K | 0.19% | 81 |
|
|
2019
Q1 | $373K | Sell |
7,225
-200
| -3% | -$10.3K | 0.17% | 89 |
|
|
2018
Q4 | $326K | Hold |
7,425
| – | – | 0.15% | 98 |
|
|
2018
Q3 | $234K | Sell |
7,425
-1,025
| -12% | -$32.3K | 0.09% | 145 |
|
|
2018
Q2 | $391K | Sell |
8,450
-610
| -7% | -$28.2K | 0.16% | 89 |
|
|
2018
Q1 | $405K | Sell |
9,060
-2,495
| -22% | -$112K | 0.17% | 85 |
|
|
2017
Q4 | $556K | Sell |
11,555
-1
| -0% | -$48 | 0.23% | 74 |
|
|
2017
Q3 | $568K | Sell |
11,556
-3,412
| -23% | -$168K | 0.24% | 67 |
|
|
2017
Q2 | $717K | Buy |
14,968
+186
| +1% | +$8.91K | 0.31% | 62 |
|
|
2017
Q1 | $736K | Sell |
14,782
-900
| -6% | -$44.8K | 0.35% | 59 |
|
|
2016
Q4 | $771K | Buy |
+15,682
| New | +$771K | 0.4% | 53 |
|