Altium Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.29M | Buy |
18,146
+3,210
| +21% | +$229K | 0.09% | 133 |
|
|
2022
Q1 | $1.08M | Buy |
14,936
+2,065
| +16% | +$150K | 0.07% | 147 |
|
|
2021
Q4 | $883K | Buy |
12,871
+720
| +6% | +$49.4K | 0.06% | 170 |
|
|
2021
Q3 | $753K | Sell |
12,151
-253
| -2% | -$15.7K | 0.05% | 165 |
|
|
2021
Q2 | $751K | Buy |
12,404
+547
| +5% | +$33.1K | 0.06% | 162 |
|
|
2021
Q1 | $737K | Buy |
11,857
+1,872
| +19% | +$116K | 0.06% | 155 |
|
|
2020
Q4 | $613K | Buy |
9,985
+2,822
| +39% | +$173K | 0.05% | 159 |
|
|
2020
Q3 | $388K | Sell |
7,163
-1,271
| -15% | -$68.8K | 0.04% | 227 |
|
|
2020
Q2 | $437K | Sell |
8,434
-750
| -8% | -$38.9K | 0.05% | 197 |
|
|
2020
Q1 | $497K | Buy |
+9,184
| New | +$497K | 0.07% | 136 |
|