Bivin & Associates’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
$935K Sell
13,118
-3,253
-20% -$232K 1% 26
2022
Q1
$1.19M Sell
16,371
-951
-5% -$69K 1.08% 18
2021
Q4
$1.19M Buy
+17,322
New +$1.19M 1.04% 23