Cambridge Investment Research Advisors’s The Southern Company SOLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,672
| Closed | -$301K | – | 3203 |
|
|
2022
Q2 | $301K | Hold |
5,672
| – | – | ﹤0.01% | 2386 |
|
|
2022
Q1 | $310K | Buy |
5,672
+487
| +9% | +$26.6K | ﹤0.01% | 2523 |
|
|
2021
Q4 | $279K | Buy |
5,185
+220
| +4% | +$11.8K | ﹤0.01% | 2592 |
|
|
2021
Q3 | $253K | Hold |
4,965
| – | – | ﹤0.01% | 2617 |
|
|
2021
Q2 | $251K | Sell |
4,965
-300
| -6% | -$15.2K | ﹤0.01% | 2609 |
|
|
2021
Q1 | $268K | Buy |
+5,265
| New | +$268K | ﹤0.01% | 2364 |
|