Cedar Brook Financial Partners’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 |
-3,167
| Closed | -$215K | – | 388 |
|
|
2022
Q3 | $215K | Sell |
3,167
-1,436
| -31% | -$97.7K | 0.07% | 308 |
|
|
2022
Q2 | $328K | Sell |
4,603
-923
| -17% | -$65.8K | 0.1% | 225 |
|
|
2022
Q1 | $401K | Sell |
5,526
-1,505
| -21% | -$109K | 0.1% | 216 |
|
|
2021
Q4 | $482K | Buy |
+7,031
| New | +$482K | 0.12% | 188 |
|
|
2021
Q1 | – | Sell |
-4,782
| Closed | -$294K | – | 345 |
|
|
2020
Q4 | $294K | Sell |
4,782
-299
| -6% | -$18.4K | 0.1% | 215 |
|
|
2020
Q3 | $275K | Buy |
5,081
+85
| +2% | +$4.6K | 0.11% | 215 |
|
|
2020
Q2 | $259K | Buy |
4,996
+117
| +2% | +$6.07K | 0.12% | 217 |
|
|
2020
Q1 | $264K | Buy |
4,879
+20
| +0.4% | +$1.08K | 0.15% | 183 |
|
|
2019
Q4 | $310K | Buy |
+4,859
| New | +$310K | 0.13% | 196 |
|