Capital Directions Investment Advisors’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 | $62.6K | Buy |
+877
| New | +$62.6K | 0.02% | 110 |
|
|
2022
Q3 | – | Sell |
-257
| Closed | -$18K | – | 166 |
|
|
2022
Q2 | $18K | Hold |
257
| – | – | 0.01% | 185 |
|
|
2022
Q1 | $19K | Buy |
+257
| New | +$19K | 0.01% | 201 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$6K | – | 269 |
|
|
2021
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 221 |
|
|
2020
Q1 | – | Sell |
-2,982
| Closed | -$190K | – | 242 |
|
|
2019
Q4 | $190K | Buy |
2,982
+982
| +49% | +$62.6K | 0.06% | 67 |
|
|
2019
Q3 | $124K | Buy |
+2,000
| New | +$124K | 0.04% | 76 |
|
|
2018
Q3 | – | Sell |
-910
| Closed | -$42K | – | 221 |
|
|
2018
Q2 | $42K | Buy |
+910
| New | +$42K | 0.02% | 77 |
|