Antonetti 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
Q3 | $49.2K | Hold |
760
| – | – | 0.08% | 103 |
|
|
2023
Q2 | $53.4K | Hold |
760
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $52.9K | Hold |
760
| – | – | 0.08% | 97 |
|
|
2022
Q4 | $54.3K | Hold |
760
| – | – | 0.07% | 97 |
|
|
2022
Q3 | $52K | Hold |
760
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $54K | Hold |
760
| – | – | 0.06% | 99 |
|
|
2022
Q1 | $55K | Hold |
760
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $52K | Hold |
760
| – | – | 0.04% | 157 |
|
|
2021
Q3 | $47K | Buy |
+760
| New | +$47K | 0.04% | 161 |
|
|
2014
Q1 | – | Sell |
-575
| Closed | -$24K | – | 281 |
|
|
2013
Q4 | $24K | Sell |
575
-975
| -63% | -$40.7K | 0.02% | 164 |
|
|
2013
Q3 | $64K | Hold |
1,550
| – | – | 0.06% | 138 |
|
|
2013
Q2 | $68K | Buy |
+1,550
| New | +$68K | 0.07% | 138 |
|