Alethea Capital Management’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 |
-6,658
| Closed | -$431K | – | 50 |
|
|
2023
Q3 | $431K | Buy |
+6,658
| New | +$431K | 0.53% | 14 |
|
|
2019
Q4 | – | Sell |
-8,974
| Closed | -$554K | – | 101 |
|
|
2019
Q3 | $554K | Buy |
+8,974
| New | +$554K | 0.35% | 35 |
|
|
2018
Q2 | – | Sell |
-40,018
| Closed | -$1.79M | – | 95 |
|
|
2018
Q1 | $1.79M | Buy |
+40,018
| New | +$1.79M | 2.42% | 10 |
|
|
2016
Q3 | – | Sell |
-38,564
| Closed | -$2.07M | – | 74 |
|
|
2016
Q2 | $2.07M | Buy |
+38,564
| New | +$2.07M | 2.84% | 16 |
|