Carmichael Hill & Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $827K | Buy |
9,166
+497
| +6% | +$44.8K | 0.29% | 69 |
|
|
2024
Q2 | $672K | Sell |
8,669
-284
| -3% | -$22K | 0.26% | 75 |
|
|
2024
Q1 | $642K | Buy |
8,953
+2
| +0% | +$143 | 0.25% | 77 |
|
|
2023
Q4 | $628K | Sell |
8,951
-68
| -0.8% | -$4.77K | 0.26% | 73 |
|
|
2023
Q3 | $584K | Buy |
9,019
+224
| +3% | +$14.5K | 0.27% | 71 |
|
|
2023
Q2 | $618K | Buy |
8,795
+13
| +0.1% | +$913 | 0.28% | 71 |
|
|
2023
Q1 | $611K | Buy |
8,782
+255
| +3% | +$17.7K | 0.29% | 69 |
|
|
2022
Q4 | $609K | Sell |
8,527
-150
| -2% | -$10.7K | 0.31% | 68 |
|
|
2022
Q3 | $590K | Buy |
8,677
+14
| +0.2% | +$952 | 0.32% | 66 |
|
|
2022
Q2 | $618K | Sell |
8,663
-80
| -0.9% | -$5.71K | 0.32% | 67 |
|
|
2022
Q1 | $634K | Sell |
8,743
-387
| -4% | -$28.1K | 0.29% | 68 |
|
|
2021
Q4 | $626K | Buy |
9,130
+41
| +0.5% | +$2.81K | 0.28% | 69 |
|
|
2021
Q3 | $563K | Buy |
9,089
+13
| +0.1% | +$805 | 0.28% | 68 |
|
|
2021
Q2 | $549K | Sell |
9,076
-132
| -1% | -$7.99K | 0.28% | 70 |
|
|
2021
Q1 | $572K | Buy |
9,208
+33
| +0.4% | +$2.05K | 0.32% | 63 |
|
|
2020
Q4 | $564K | Sell |
9,175
-186
| -2% | -$11.4K | 0.33% | 60 |
|
|
2020
Q3 | $508K | Buy |
9,361
+7
| +0.1% | +$380 | 0.34% | 59 |
|
|
2020
Q2 | $485K | Buy |
9,354
+6
| +0.1% | +$311 | 0.36% | 58 |
|
|
2020
Q1 | $506K | Buy |
9,348
+5
| +0.1% | +$271 | 0.44% | 51 |
|
|
2019
Q4 | $595K | Sell |
9,343
-521
| -5% | -$33.2K | 0.42% | 53 |
|
|
2019
Q3 | $609K | Buy |
9,864
+19
| +0.2% | +$1.17K | 0.6% | 50 |
|
|
2019
Q2 | $544K | Buy |
9,845
+411
| +4% | +$22.7K | 0.54% | 56 |
|
|
2019
Q1 | $488K | Buy |
9,434
+12
| +0.1% | +$621 | 0.51% | 60 |
|
|
2018
Q4 | $414K | Buy |
9,422
+12
| +0.1% | +$527 | 0.47% | 62 |
|
|
2018
Q3 | $410K | Sell |
9,410
-179
| -2% | -$7.8K | 0.4% | 67 |
|
|
2018
Q2 | $444K | Sell |
9,589
-77
| -0.8% | -$3.57K | 0.48% | 64 |
|
|
2018
Q1 | $432K | Buy |
9,666
+228
| +2% | +$10.2K | 0.47% | 66 |
|
|
2017
Q4 | $454K | Buy |
+9,438
| New | +$454K | 0.5% | 63 |
|