Capstone Financial 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 | – | Sell |
-3,607
| Closed | -$245K | – | 145 |
|
|
2022
Q3 | $245K | Buy |
3,607
+300
| +9% | +$20.4K | 0.02% | 105 |
|
|
2022
Q2 | $236K | Hold |
3,307
| – | – | 0.02% | 108 |
|
|
2022
Q1 | $240K | Sell |
3,307
-77
| -2% | -$5.59K | 0.02% | 112 |
|
|
2021
Q4 | $232K | Hold |
3,384
| – | – | 0.02% | 112 |
|
|
2021
Q3 | $210K | Buy |
+3,384
| New | +$210K | 0.02% | 126 |
|