Carroll Investors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,692
| Closed | -$396K | – | 34 |
|
|
2023
Q1 | $396K | Hold |
5,692
| – | – | 0.32% | 30 |
|
|
2022
Q4 | $407K | Sell |
5,692
-1,000
| -15% | -$71.5K | 0.43% | 29 |
|
|
2022
Q3 | $456K | Buy |
6,692
+1,006
| +18% | +$68.6K | 0.37% | 26 |
|
|
2022
Q2 | $405K | Hold |
5,686
| – | – | 0.37% | 21 |
|
|
2022
Q1 | $409K | Hold |
5,686
| – | – | 0.26% | 22 |
|
|
2021
Q4 | $388K | Buy |
+5,686
| New | +$388K | 0.22% | 27 |
|