Capstone Triton Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,022
| Closed | -$212K | – | 108 |
|
|
2023
Q2 | $212K | Hold |
3,022
| – | – | 0.15% | 100 |
|
|
2023
Q1 | $210K | Buy |
+3,022
| New | +$210K | 0.16% | 96 |
|
|
2022
Q1 | – | Sell |
-3,025
| Closed | -$207K | – | 116 |
|
|
2021
Q4 | $207K | Buy |
+3,025
| New | +$207K | 0.42% | 81 |
|
|
2021
Q1 | – | Sell |
-3,025
| Closed | -$186K | – | 284 |
|
|
2020
Q4 | $186K | Buy |
+3,025
| New | +$186K | 0.11% | 119 |
|