Castleview Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.4K | Hold |
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|
2024
Q1 | $1.29K | Hold |
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|
2023
Q4 | $1.26K | Sell |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $542 | Sell |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $579 | Buy |
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|
2021
Q2 | $175K | Buy |
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