Capital Advisory Group Advisory Services’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 | – | Sell |
-1,052
| Closed | -$76K | – | 440 |
|
|
2022
Q1 | $76K | Buy |
+1,052
| New | +$76K | 0.04% | 219 |
|
|
2021
Q4 | – | Sell |
-1,052
| Closed | -$65K | – | 448 |
|
|
2021
Q3 | $65K | Hold |
1,052
| – | – | 0.02% | 257 |
|
|
2021
Q2 | $64K | Sell |
1,052
-200
| -16% | -$12.2K | 0.02% | 259 |
|
|
2021
Q1 | $78K | Sell |
1,252
-75
| -6% | -$4.67K | 0.03% | 224 |
|
|
2020
Q4 | $82K | Hold |
1,327
| – | – | 0.03% | 225 |
|
|
2020
Q3 | $72K | Hold |
1,327
| – | – | 0.04% | 190 |
|
|
2020
Q2 | $69K | Sell |
1,327
-200
| -13% | -$10.4K | 0.04% | 188 |
|
|
2020
Q1 | $83K | Buy |
+1,527
| New | +$83K | 0.1% | 93 |
|
|
2019
Q4 | – | Sell |
-2,216
| Closed | -$137K | – | 384 |
|
|
2019
Q3 | $137K | Buy |
2,216
+3
| +0.1% | +$185 | 0.09% | 93 |
|
|
2019
Q2 | $123K | Buy |
2,213
+2
| +0.1% | +$111 | 0.08% | 106 |
|
|
2019
Q1 | $113K | Sell |
2,211
-397
| -15% | -$20.3K | 0.08% | 102 |
|
|
2018
Q4 | $115K | Buy |
2,608
+452
| +21% | +$19.9K | 0.09% | 98 |
|
|
2018
Q3 | $94K | Buy |
2,156
+3
| +0.1% | +$131 | 0.06% | 112 |
|
|
2018
Q2 | $98K | Buy |
2,153
+31
| +1% | +$1.41K | 0.07% | 100 |
|
|
2018
Q1 | $94K | Buy |
+2,122
| New | +$94K | 0.07% | 104 |
|