B. Riley Wealth Management’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 | $1.59K | Buy |
22,329
+12,008
| +116% | +$856 | ﹤0.01% | 242 |
|
|
2022
Q1 | $748K | Sell |
10,321
-2,993
| -22% | -$217K | 0.06% | 253 |
|
|
2021
Q4 | $913K | Sell |
13,314
-255
| -2% | -$17.5K | 0.06% | 249 |
|
|
2021
Q3 | $841K | Buy |
+13,569
| New | +$841K | 0.06% | 248 |
|
|
2020
Q3 | – | Sell |
-6,920
| Closed | -$359K | – | 516 |
|
|
2020
Q2 | $359K | Sell |
6,920
-10,864
| -61% | -$564K | 0.04% | 268 |
|
|
2020
Q1 | $963K | Buy |
17,784
+11,651
| +190% | +$631K | 0.1% | 181 |
|
|
2019
Q4 | $391K | Sell |
6,133
-137
| -2% | -$8.73K | 0.06% | 246 |
|
|
2019
Q3 | $387K | Buy |
+6,270
| New | +$387K | 0.07% | 238 |
|
|
2015
Q3 | – | Sell |
-917
| Closed | -$38K | – | 652 |
|
|
2015
Q2 | $38K | Sell |
917
-305
| -25% | -$12.6K | 0.03% | 475 |
|
|
2015
Q1 | $54K | Sell |
1,222
-389
| -24% | -$17.2K | 0.04% | 395 |
|
|
2014
Q4 | $79K | Buy |
1,611
+365
| +29% | +$17.9K | 0.06% | 313 |
|
|
2014
Q3 | $54K | Buy |
1,246
+11
| +0.9% | +$477 | 0.04% | 395 |
|
|
2014
Q2 | $56K | Buy |
1,235
+251
| +26% | +$11.4K | 0.04% | 446 |
|
|
2014
Q1 | $43K | Buy |
+984
| New | +$43K | 0.03% | 469 |
|