Burleson & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $169K | Buy |
2,373
+153
| +7% | +$10.9K | 0.04% | 128 |
|
|
2022
Q3 | $151K | Buy |
2,220
+15
| +0.7% | +$1.02K | 0.03% | 137 |
|
|
2022
Q2 | $157K | Buy |
2,205
+16
| +0.7% | +$1.14K | 0.03% | 123 |
|
|
2022
Q1 | $159K | Buy |
2,189
+17
| +0.8% | +$1.24K | 0.03% | 141 |
|
|
2021
Q4 | $149K | Buy |
2,172
+18
| +0.8% | +$1.24K | 0.02% | 154 |
|
|
2021
Q3 | $133K | Sell |
2,154
-77
| -3% | -$4.75K | 0.02% | 145 |
|
|
2021
Q2 | $135K | Buy |
2,231
+18
| +0.8% | +$1.09K | 0.02% | 148 |
|
|
2021
Q1 | $138K | Buy |
+2,213
| New | +$138K | 0.02% | 143 |
|
|
2018
Q3 | – | Sell |
-7,600
| Closed | -$352K | – | 112 |
|
|
2018
Q2 | $352K | Buy |
7,600
+2,790
| +58% | +$129K | 0.21% | 86 |
|
|
2018
Q1 | $215K | Hold |
4,810
| – | – | 0.14% | 98 |
|
|
2017
Q4 | $231K | Buy |
+4,810
| New | +$231K | 0.15% | 99 |
|