Ategra 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,796
| Closed | -$201K | – | 79 |
|
|
2024
Q1 | $201K | Buy |
+2,796
| New | +$201K | 0.09% | 88 |
|
|
2022
Q2 | – | Sell |
-2,796
| Closed | -$203K | – | 100 |
|
|
2022
Q1 | $203K | Buy |
+2,796
| New | +$203K | 0.09% | 101 |
|
|
2021
Q3 | – | Sell |
-3,900
| Closed | -$236K | – | 113 |
|
|
2021
Q2 | $236K | Buy |
+3,900
| New | +$236K | 0.11% | 100 |
|