Applied Capital’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 | – | Sell |
-4,621
| Closed | -$335K | – | 65 |
|
|
2022
Q1 | $335K | Hold |
4,621
| – | – | 0.21% | 42 |
|
|
2021
Q4 | $317K | Sell |
4,621
-88
| -2% | -$6.04K | 0.25% | 39 |
|
|
2021
Q3 | $292K | Buy |
4,709
+140
| +3% | +$8.68K | 0.26% | 35 |
|
|
2021
Q2 | $276K | Hold |
4,569
| – | – | 0.26% | 36 |
|
|
2021
Q1 | $284K | Buy |
+4,569
| New | +$284K | 0.31% | 31 |
|