Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $194K | Sell |
2,769
-32
| -1% | -$2.24K | 0.01% | 204 |
|
|
2023
Q3 | $181K | Sell |
2,801
-135
| -5% | -$8.74K | 0.01% | 206 |
|
|
2023
Q2 | $206K | Sell |
2,936
-285
| -9% | -$20K | 0.02% | 186 |
|
|
2023
Q1 | $224K | Buy |
3,221
+451
| +16% | +$31.4K | 0.02% | 177 |
|
|
2022
Q4 | $198K | Buy |
2,770
+928
| +50% | +$66.3K | 0.02% | 187 |
|
|
2022
Q3 | $125K | Sell |
1,842
-329
| -15% | -$22.3K | 0.01% | 212 |
|
|
2022
Q2 | $155K | Buy |
2,171
+339
| +19% | +$24.2K | 0.02% | 197 |
|
|
2022
Q1 | $133K | Sell |
1,832
-155
| -8% | -$11.3K | 0.01% | 211 |
|
|
2021
Q4 | $136K | Buy |
1,987
+7
| +0.4% | +$479 | 0.01% | 211 |
|
|
2021
Q3 | $123K | Buy |
1,980
+6
| +0.3% | +$373 | 0.01% | 194 |
|
|
2021
Q2 | $120K | Buy |
1,974
+591
| +43% | +$35.9K | 0.01% | 190 |
|
|
2021
Q1 | $86K | Hold |
1,383
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $85K | Sell |
1,383
-1
| -0.1% | -$61 | 0.01% | 191 |
|
|
2020
Q3 | $75K | Buy |
1,384
+1
| +0.1% | +$54 | 0.01% | 182 |
|
|
2020
Q2 | $72K | Sell |
1,383
-1
| -0.1% | -$52 | 0.01% | 190 |
|
|
2020
Q1 | $75K | Hold |
1,384
| – | – | 0.01% | 158 |
|
|
2019
Q4 | $88K | Hold |
1,384
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $85K | Sell |
1,384
-107
| -7% | -$6.57K | 0.01% | 162 |
|
|
2019
Q2 | $82K | Buy |
1,491
+108
| +8% | +$5.94K | 0.01% | 171 |
|
|
2019
Q1 | $72K | Hold |
1,383
| – | – | 0.01% | 175 |
|
|
2018
Q4 | $65K | Hold |
1,383
| – | – | 0.01% | 176 |
|
|
2018
Q3 | $61K | Buy |
1,383
+18
| +1% | +$794 | 0.01% | 177 |
|
|
2018
Q2 | $65K | Buy |
1,365
+18
| +1% | +$857 | 0.01% | 166 |
|
|
2018
Q1 | $61K | Hold |
1,347
| – | – | 0.01% | 172 |
|
|
2017
Q4 | $59K | Hold |
1,347
| – | – | 0.01% | 186 |
|
|
2017
Q3 | $67K | Sell |
1,347
-30
| -2% | -$1.49K | 0.01% | 159 |
|
|
2017
Q2 | $65K | Buy |
1,377
+15
| +1% | +$708 | 0.01% | 155 |
|
|
2017
Q1 | $68K | Buy |
+1,362
| New | +$68K | 0.01% | 156 |
|