AXS Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-98
| Closed | -$6.87K | – | 400 |
|
|
2023
Q4 | $6.87K | Sell |
98
-19
| -16% | -$1.33K | ﹤0.01% | 374 |
|
|
2023
Q3 | $7.57K | Sell |
117
-296
| -72% | -$19.2K | ﹤0.01% | 355 |
|
|
2023
Q2 | $29K | Sell |
413
-214
| -34% | -$15K | 0.01% | 365 |
|
|
2023
Q1 | $43.6K | Sell |
627
-48
| -7% | -$3.34K | 0.01% | 311 |
|
|
2022
Q4 | $48.2K | Buy |
+675
| New | +$48.2K | 0.02% | 286 |
|
|
2021
Q4 | – | Sell |
-3,954
| Closed | -$245K | – | 225 |
|
|
2021
Q3 | $245K | Buy |
+3,954
| New | +$245K | 0.09% | 87 |
|