Chartwell Investment Partners’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 |
-100,896
| Closed | -$7.02M | – | 430 |
|
|
2023
Q1 | $7.02M | Buy |
+100,896
| New | +$7.02M | 0.27% | 138 |
|
|
2022
Q2 | – | Sell |
-123,268
| Closed | -$8.94M | – | 434 |
|
|
2022
Q1 | $8.94M | Sell |
123,268
-10,860
| -8% | -$787K | 0.3% | 128 |
|
|
2021
Q4 | $9.2M | Buy |
134,128
+5,809
| +5% | +$398K | 0.27% | 137 |
|
|
2021
Q3 | $7.95M | Buy |
+128,319
| New | +$7.95M | 0.25% | 153 |
|