Annapolis Financial 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
Q3 | $677 | Buy |
+8
| New | +$677 | ﹤0.01% | 377 |
|
|
2023
Q4 | – | Sell |
-280
| Closed | -$18.1K | – | 496 |
|
|
2023
Q3 | $18.1K | Hold |
280
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $19.7K | Hold |
280
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $19.5K | Hold |
280
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $20K | Hold |
280
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $19K | Hold |
280
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $20K | Hold |
280
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $20K | Sell |
280
-260
| -48% | -$18.6K | 0.01% | 255 |
|
|
2021
Q4 | $37K | Buy |
+540
| New | +$37K | 0.01% | 217 |
|