Caitlin John’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-271
| Closed | -$22.3K | – | 676 |
|
|
2024
Q4 | $22.3K | Sell |
271
-134
| -33% | -$11K | 0.01% | 354 |
|
|
2024
Q3 | $35.4K | Buy |
405
+255
| +170% | +$22.3K | 0.02% | 281 |
|
|
2024
Q2 | $11.6K | Hold |
150
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $10.8K | Hold |
150
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $10.5K | Buy |
+150
| New | +$10.5K | 0.01% | 436 |
|