CCFP
Charles Carroll Financial Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,100
| Closed | -$221K | – | 42 |
|
|
2022
Q4 | $221K | Sell |
3,100
-1,700
| -35% | -$121K | 0.34% | 37 |
|
|
2022
Q3 | $326K | Hold |
4,800
| – | – | 0.53% | 37 |
|
|
2022
Q2 | $342K | Buy |
4,800
+1,500
| +45% | +$107K | 0.45% | 38 |
|
|
2022
Q1 | $239K | Buy |
+3,300
| New | +$239K | 0.25% | 37 |
|