CAN
Claraphi Advisory Network’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,608
| Closed | -$1.13M | – | 214 |
|
|
2022
Q3 | $1.13M | Buy |
+16,608
| New | +$1.13M | 0.61% | 36 |
|
|
2022
Q1 | – | Sell |
-8,685
| Closed | -$596K | – | 335 |
|
|
2021
Q4 | $596K | Hold |
8,685
| – | – | 0.21% | 124 |
|
|
2021
Q3 | $538K | Hold |
8,685
| – | – | 0.19% | 127 |
|
|
2021
Q2 | $526K | Sell |
8,685
-104
| -1% | -$6.3K | 0.16% | 152 |
|
|
2021
Q1 | $546K | Buy |
8,789
+4
| +0% | +$248 | 0.15% | 147 |
|
|
2020
Q4 | $540K | Sell |
8,785
-83
| -0.9% | -$5.1K | 0.15% | 134 |
|
|
2020
Q3 | $481K | Sell |
8,868
-1,199
| -12% | -$65K | 0.17% | 115 |
|
|
2020
Q2 | $522K | Buy |
10,067
+312
| +3% | +$16.2K | 0.22% | 88 |
|
|
2020
Q1 | $528K | Buy |
9,755
+1,269
| +15% | +$68.7K | 0.25% | 77 |
|
|
2019
Q4 | $541K | Buy |
+8,486
| New | +$541K | 0.33% | 71 |
|
|
2019
Q3 | – | Sell |
-8,829
| Closed | -$488K | – | 432 |
|
|
2019
Q2 | $488K | Sell |
8,829
-172
| -2% | -$9.51K | 0.29% | 87 |
|
|
2019
Q1 | $465K | Sell |
9,001
-2,065
| -19% | -$107K | 0.29% | 85 |
|
|
2018
Q4 | $486K | Buy |
11,066
+1,366
| +14% | +$60K | 0.37% | 71 |
|
|
2018
Q3 | $423K | Sell |
9,700
-8,641
| -47% | -$377K | 0.24% | 104 |
|
|
2018
Q2 | $849K | Buy |
18,341
+4,558
| +33% | +$211K | 0.55% | 46 |
|
|
2018
Q1 | $616K | Buy |
13,783
+2,090
| +18% | +$93.4K | 0.44% | 61 |
|
|
2017
Q4 | $562K | Buy |
+11,693
| New | +$562K | 0.44% | 68 |
|